Some of the advice does make sense, and I do think that they probably can ease the pursestrings somewhat. But it would be better to ease into things gradually, rather than beginning retirement by purchasing a fancy car and increasing their annual charitable donations by a factor of 8.5.
And haha makes a valid point: if the couple was genuinely interested in volunteerism or socially conscious mutual funds, chances are they would not need the advisor to push them in those directions. Taking a holistic approach to money management shouldn't mean pushing your personal values on your clients.
P.S. IMHO, any couple who at ages 55 and 56 has liquid assets of only $1.3 million (not counting the anticipated lump-sum value of the pension), an outstanding $320,000 mortgage, and average annual living expenses of $63,000 is neither "ridiculously secure" nor "extreme savers".
"To know what you prefer, instead of humbly saying Amen to what the world tells you you ought to prefer, is to have kept your soul alive". Robert Louis Stevenson, An Inland Voyage (1878)