How do you know if we're a good fit for you? To help answer that question, we've put together a few investor profiles based on real-life examples so you can see how we've helped some our clients.
The Long Run: Planning for Retirement Income
A couple in their mid-sixties wanted to consolidate their assets and were unsure of how much they could spend in retirement.
The "Right Fit": Choosing A College
A single mom and her college bound daughter came to us when it came time to compare college offers and make a decision.
A New Chapter: Facing Uncertainty
A recent widow needed help with managing her and her late husband's investments.
End Game: Business Succession Planning
A long-time business owner needed guidance for successfully transitioning from CEO to retiree.
College 101: Where to Begin?
For this family, the college search process was overwhelming, and the bigger question was could they even afford it?