Client Story: Corporate Retirement Offer

We have a GE engineer client that originally came to us because of uncertainty.  His goal was to retire if offered an early retirement package, but he was worried he would eventually run out of money in retirement.  To help him make an informed decision we ran tens of...

Client Story: Changes in Health & Home

The Thompson’s were in the process of selling their home and needed some advice.  A recent health diagnosis for Ginger made it time for them to transition from the home where they raised their family to a home that would be closer to their children and accommodate...