Case Studies

A federal employee and Navy veteran one year from retirement had accumulated $1.5 million in savings but no structure for turning it into reliable income.

A senior director at a Big 4 accounting firm was losing roughly 40 percent of his annual bonus to taxes, and the investment restrictions that came with his position ruled out the standard responses.

We began working with a married couple approaching retirement. Their baseline needs weren’t just covered; they had a surplus.

A high-earning couple living modestly had spent decades maxing out their pre-tax retirement accounts, inadvertently creating a future tax burden that threatened their estate.