CASE STUDIES

Retirement Planning for Physicians

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The Challenge: Michelle, an oncologist, is married with three children. She graduated from medical school with over $300,000 in student loans . . .

Retirement Planning for Executives

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The Challenge: Reece is age 63 and married with two children. He is an executive at a technology company and plans on retiring later this year . . .

Pay for College and Protect Your Retirement

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The Challenge: Ryder and Kyla have two children, Kramer age 17, and Fletch age 14. Ryder is a pharmaceuticals executive and Kyla owns a dermatology practice . . .

Scenarios presented are for illustration purposes, are not an actual client and may not be typical of all clients. Individual results will vary.

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