Our Clients

We are fully committed to the confidentiality of each of our clients' financial affairs, however, we also know that case studies can be great tools for teaching and guiding.  For your benefit, we have created a number of fictitious case studies reflecting commonalties of some of the clients we serve and the types of advice we may give in certain circumstances.  We hope that these cases will help you better understand the services we provide and perhaps guide you as your search for financial counsel. 

Case Study 1 - Gaining clarity and earning trust

Case Study 2 - Helping a widow take charge

Case Study 3 - Young couple gets solid advice

Case Study 4 - Selling the business for charity

Case Study 5 - Making the transition to senior care

The preceding are hypothetical case studies and are for illustrative purposes only.  Actual performance and results will vary.  These case studies do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.