Approaching Retirement

Dr. Thomas Tobin is a 56-year-old Cardiologist who has been with the same group of doctors since he completed training 25 years ago. He and his wife, Sarah, who is a CPA, want to know when they can afford to retire and what standard of living they might expect. They have done most of their own investment selection, but have no actual game plan and absolutely no idea how to convert their assets into a dependable income stream.

SEE HOW WE HELPED THE TOBINS

Retired

Bob and Ruth Spangerson are both retired physicians who have been married for 38 years. They retired two years ago, but have grown uncomfortable with their ability to manage their investments to produce a dependable income stream. Financial markets have posed real challenges in creating an income stream from their portfolio and they are concerned that they may be doing more harm than good after simply using high dividend stocks and watching the values decline and some of the dividends themselves get cut. They feel it is time to turn their portfolio over to a professional to manage their assets so that they can finally travel and enjoy life.

SEE HOW WE HELPED THE SPANGERSONS

Divorced Late in Life

Marion Jentzen is 54 years old and recently divorced after 28 years of marriage. She wants to save for retirement, as well as be able to help her daughter and grandchild.

SEE HOW WE HELPED MARION

Young Professional

Dr. James Sebring is a 26-year-old Orthopedic surgery resident. He is married and his wife is pregnant. His training will be completed in 3 years but his concerns go way beyond that time span.

SEE HOW WE HELPED THE SEBRINGS

*These case studies illustrate the hypothetical experiences of fictitious clients based on a common scenario our clients have experienced. These case studies are designed to generally illustrate how we may provide our services to our clients. Keeping in mind that no two clients, situations, or experiences are exactly alike, these case studies are not to be construed as an endorsement of the Firm by any of its past or current clients, nor any assurance that we may be able to help you achieve the same satisfactory results.