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Financial Planning

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Case Studies

Case #1

Situation: A 45-year old executive who wants to retire at 52

Work Performed: We identified his goals for the future, then assessed his current financial situation to determine expenses and savings. Taking into consideration his need for a long-term cash flow, we factored in age, inflation and other criteria to illustrate several viable alternatives. From there we created a specific plan to reach his goals.

Case #2

Situation: A 65-year old retiree who needed money management advice

Work Performed: Today when people retire, they often have a 401K, a pension plan, profit sharing and/or stock options. Knowing what to do with your nest egg can be tricky when it comes to minimizing taxes and maintaining cash flow. After reviewing their entire portfolio, we advised on how to manage their finances, developed an investment strategy, and recommended when to exercise their stock options.