Baby Boomers

Meet James and Rebecca

As they approach retirement they're looking to spend more time traveling and enjoying life. They've been dependent on earning their income and have jitters about needing to rely on their investments in retirement to provide that same income. They want comfort in knowing  enough income will be generated from their accounts to support the lifestyle they want to live.

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Corporate Executive

Meet Carl

An executive at a publicly traded company. He’s put in years of dedication to his company and his career still has longevity. As a key employee he’s accumulated significant wealth in the company stock, participated in the deferred compensation plan and saved into his 401k. But he needs to tie it all together and understand the end goal for these assets.

Business Owner

Meet David

He started his business from nothing and has grown it to become a very successful establishment. His sweat equity has paid off in a sizable annual income and an increase in the value of his company. David’s done a good job of saving but as he considers the next steps in life he’s looking for someone to partner with to help make calculated financial decisions with.