Common Client Situations
Inherited Wealth
A widow, son, or daughter who inherited significant wealth and may be inexperienced with managing a sizable portfolio.
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Already Retired
A retired couple who wants to protect their nest egg, manage RMD and tax risks, and ensure they can cover future healthcare costs while leaving a meaningful legacy for their family.
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Within 1-5 years of Retirement
An individual or couple within 1-5 years of retirement who wants a clear plan to make their savings last, optimize Social Security, minimize taxes, and retire with confidence.
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