Case Study

Kathy is 62 years old and recently retired after a successful career as an executive at a large corporation. For years, she navigated high-stakes…

Meet Debbie, Real Estate Investor. Looking to Simplify and Diversify. DEBBIE’S ISSUE: Too Many Rental Properties. Debbie is 65 years old…

Meet Dan, Retired and Making a Nest-Egg at Last. DAN’S ISSUE: Retirement Dreams. Dan loves to fish. He made a career out of fishing…

Meet Robert Younger, Conservative Investor. Seeking Simplicity. ROBERT’S ISSUE: Young Family. Robert is a 44 year old, successful doctor. He…