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Case Studies

Financial Windfall

The need for sound financial advice is greatest when you are the recipient of a financial windfall. The windfall can come from an inheritance, the sale of a business or investment property, the exercise and subsequent sale of your company stock options or even winning the lottery. In each case, you need to make the right financial decisions with the proceeds.

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Pre-Retirement Planning

What it looks like to be retired is unique to each person. Our pre-retirement process prepares you to to make the right financial decisions leading up to the “retirement date.”

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Retirement from regular work is the most significant financial goal we strive for during our lifetime. Once retired, you need to manage your financial affairs in a sound manner consistent with your lifestyle. We can provide guidance through the many challenges you will face as you age.

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