Case Studies

Case Studies

Cash Flow Planning

Retired couple in their early 70s living off of income from social security, teacher’s pension and sizeable IRA account… MORE

Retirement Planning

Successful professional in his 50s who wanted to retire at or before age 65 and requested an assessment of whether he had accumulated sufficient assets to meet his retirement spending objective… MORE

Financial Advisors to Generations

Daughter who had a durable power of attorney over financial matters in support of her mother who suffered from dementia. Although the daughter was responsible for her mother’s finances, she lacked the experience to handle the details and investment decisions… MORE

Unbiased Investment Advice

Philanthropist with significant inherited funds… MORE

Investment Advisor to Charitable Organizations

A not-for-profit organization whose board had determined that professional management of its endowment fund was necessary… MORE