RETIREMENT PLANNING CASE STUDIES

Not actual clients

BUSINESS TRANSITION
CASE STUDY #1

 

Michael and Lisa didn't think about retirement. They have a thriving business and life is going well for them. But now as they sit at their daughter's wedding, they start to realize that they want to have more time to spend with their family and they need a game plan on how to approach their business.

APPROACHING RETIREMENT
CASE STUDY #2

Bill has been the ideal employee, staying with the same company for the past 24 years. As head of the sales department, he has done well financially but has his funds spread out over a 401k, pension, ESOP, as well as a restricted stock plan. Now that he is 55 and hearing some of his peers retire, he has decided it's a good time to understand his options.

LEAVING A LEGACY
CASE STUDY #3

Jim and Mary have always put their family first. They prided themselves in the fact that their kids never had to take out student loans and they wanted for nothing financially. But now Jim is scheduled to start chemotherapy next month, and he wants to be certain Mary and his family will be taken care of in the future.