Success Story

Reaching the Peak

At a Glance

Sarah and Kevin don’t have a sense of how well they’re doing. They work like crazy and try to enjoy
life with their three kids. While they’ve kept up with their mortgage and paid off their student
loans, their assets are barely growing because they are unsure how to invest. Finances are
intimidating to them, but they know something has got to change if they want to take care of the
family down the road.

Will we be able to retire someday? Can Sarah start working part-time before then?

Taxes are killing us. How can we give less of our money to the IRS?

Can we still enjoy the time we have remaining with our kids while saving enough to pay for college costs?

Our Approach

Discovery

For Sarah and Kevin to attain the peace of mind they’re looking for, it was important for them to get really clear on what they wanted both now and in the future, given all the moving parts of their day-to-day lives with a 7, 11, and 13 year old.

Their values had evolved since they first got married, with a bigger priority on time spent together and less on career advancement.

They also needed to get organized and review their financial organization, so they could determine what was already working in their favor and what additional opportunities were available.

Review and Planning

We collected information regarding Sarah and Kevin’s tax situation and investment preferences. Taking into account their goals and desires for the future, a financial plan was crafted, custom-fit for their exact circumstances.

Once the plan was in their hands, they immediately felt energized. It contained everything they had been hoping for – a clear path for part-time work for Sarah on the way to retirement, a solid funding for their kids’ future education, and the tax-efficiency that had been escaping them.

Clarity and Action

Sarah and Kevin started maximizing their tax-efficient retirement accounts immediately. Each of these accounts were then managed on an ongoing basis with a personalized strategy that helped reduce risk and improve returns.

They followed the other steps of their plan with attention to detail to make sure they could continue enjoying the time with their kids while they grew. Before they knew it, they were making greater strides toward their goals and feeling on track for the future.

The Results

Making the Progress You’ve Been Dreaming of

Peace of mind for their kids’ future and their retirement
An full-service investment plan that doesn’t require their constant attention
Confidence that their
hard-earned money isn’t
given away to the
government
It’s Time to Establish Your Plan

Confidence That Their Hard-Earned
Money Isn’t Given Away To The
Government

Let’s get started
RESOURCES

Insights for Physicians