Already Retired
Mark and Rahel AGE: 68 & 66 Primary Goals: Optimize Social Security Claiming Strategy Build a Reliable Income Stream Select the Best Pension Survivor Option Reduce Taxes Travel More and Worry Less Mark stopped [...]
Almost Retired
John & Cindy AGE: 61 & 58 Primary Goals: Consolidate Accounts Build a Reliable Income Stream Plan for Healthcare Costs Restructure Investment Portfolio John and Cindy are preparing for retirement and want to [...]
Early Retirement
Samantha AGE: 53 Primary Goals: Retire at 57 Optimize her stock options Mitigate taxes Get more time back in her day Samantha works long days as an executive with a large pharmaceutical firm. She [...]
