Client stories
Real examples of how planning changed outcomes for our clients. Names and details changed for privacy.
Early retirement at 55 for a physician couple
A plan that let two doctors retire five years early without changing their lifestyle.
Selling a $24M manufacturing business
Tax-smart planning before the sale saved the founders $2.1M.
Roth conversion strategy for a tech executive
A ten-year conversion plan projected to save $640K in lifetime taxes.
Three-generation legacy plan
Trusts and giving strategies that funded grandchildren's education.
Teacher couple's pension decision
Choosing the right pension option increased lifetime income by 14%.
Succession plan for a family dental group
A smooth transition to the next generation of owners.
$1.9BAssets under advisement
1,100Client families
22 yrsIndependent since 2004
97%Client retention