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Case Studies

August 10, 2026

Middle-Aged

Brian and Jessica, ages 44 and 41, are mid-career engineers living in Tampa, Florida with two teenage children.
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August 10, 2026

Near Retirement

James and Mary, both 57, are high-earning professionals in Pennsylvania with 2 adult children.
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August 10, 2026

Retired

Robert and Patricia, ages 68 and 67, are fully retired former corporate executives residing in Central New York.
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August 10, 2026

Gifting

David and Karen, ages 73 and 70, are established retirees living in East Tennessee.
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August 10, 2026

Widowed

Linda, 62, recently lost her husband of 35 years. Living in South Carolina.
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Disclosure

The case studies presented are based on actual client experiences. Names and certain identifying details have been changed to protect client confidentiality. Individual experiences, results, and outcomes will vary based on each client’s circumstances. This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including the potential loss of principal.