Common Client Stories

Donna and Dave were married for 26 years when Donna suddenly became a widow at age 56.  Both Dave and Donna had good jobs with Dave always taking care of the long term investment/retirement planning while Donna took care of the kids and their aging parent issues.  

We were able to help Donna take on the investment and retirement planning as well as provide solutions for her aging parents.  We worked with Donna to make sure her greatest fear of becoming a burden to her kids was avoided.

Jennifer came to us when she was facing a divorce from her husband of 23 years.  Jennifer worked part time during the marriage and raised their 3 kids.  Two of her kids are out of the house and on their own, while her youngest is 16. 

We were able to help Jennifer work through the divorce process, making sure the assets were divided correctly and helped her start her new financial life including keeping on track for her retirement plan in 10 years.

Debi and Greg own a small business and plan on retiring in about 10 years. Greg has two adult children from a previous marriage. Greg’s parents recently passed away and he has inherited their estate along with his two sisters.  Because Greg and Debi are at their peak earning years, managing taxes is more important than ever.  Greg wanted to make sure that both his kids and Debi were not left out of his inheritance if Greg were to pass away.

We’ve worked with Greg to make sure the assets that he and Debi have along with his inheritance get passed on in a way that captures his desired outcome. 

This example is hypothetical in nature and for illustrative purposes only. It is not intended to depict a real client account.