Success Stories
Lily – Mid-Career, Needs answers to financial questions
She recently moved to our area, where she is setting up her own medical practice. She wants to set up tax-efficient retirement and wealth accounts to provide for her future and her extended family, but she has questions and not a lot of time in her busy life to do it on their own.
Shari & Lee – Peak Earning Years, Planning for Work-Optional Lifestyle
They have a great income, but they are paying a lot in income taxes and want to explore ways to reduce their tax burden. They enjoy their jobs but are contemplating “retiring” early, and possibly moving into a work-optional lifestyle.
Jill & Liam – Close to Retirement, Wondering if on Track
They have worked hard and accumulated a nice nest egg, but their greater concern is whether they are on track to retire, and when exactly, would be a good time to do that. They also don’t want any surprises with taxes and Medicare premiums after they no longer have a steady income.