Retired
Meet Matt and Amanda, a mid-60’s couple with over 2.75 million dollars of investable assets. With two children and four grandchildren, Matt and Amanda want to ensure their hard work will pay off. By reducing taxes, creating a solid investment plan, and understanding their income strategy, Matt and Amanda have the confidence of knowing that their financial plan is sustainable and that they can relax and enjoy life on their terms.
Nearing Retirement
Meet Carolyn, a sweet single lady in her late 50’s. With three adult children and two grandchildren, Carolyn wants to ensure her retirement plans and legacy will be secure. With comprehensive planning, Carolyn is able to bring back a sense of purpose and confidence to her remaining working years.
Work Optional
Meet Mike and Megan, a young 50’s couple with over $350,000 of annual income. With two adult children and 1.25 million dollars in investable assets, Mike and Megan want to ensure their current plan is right for them. Learn more about Mike and Megan and how they now feel confident in their entire financial future.
Young Professional
Meet Taylor and Elijah, a young 30’s couple with over $350,000 of annual income. With two young children and five hundred thousand dollars in investable assets, Taylor and Elijah want to ensure their current plan is right for them. Learn more about Taylor and Elijah and how they now feel confident in their entire financial future.
Life In Transition
Meet Jane, a mid-70s lady with around $75,000 of annual income. With two adult children, five grandchildren, and 2.25 million dollars in investable assets, Jane wants to have confidence in her financial future after the loss of her husband. Learn more about Jane and how she now feels confident in her financial future.
