Case Study

Meet Marilyn

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

Meet Daniel, Retired and Making a Nest-Egg at Last. DANIEL’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…