Client Story: Confident Choices

Can we afford to continue living where we are? An older gentleman in his 80’s found us on the suggestion of his family and friend. His family knew he was worried about his situation, so they encouraged him to ask around for a referral. He asked a good friend who...

Client Story: Unexpectedly Widowed

A client of ours referred his Mother-In-Law who had recently lost her husband.  He was a healthy man, and the loss was clearly unexpected.  Sue was in her early 70’s, and her husband had handled their financial affairs completely for decades.  She was suddenly thrust...

Client Story: The Busy, Pre-Retiree Couple

Melissa and Luke are two hard working professionals, busy with their careers and raising two teenagers.  When it came to managing their finances, they had been content to be DIY investors and maintained their accounts at a large mutual fund company.  During a phone...