Case Studies


Generational Plans

Clients are in their late 50s and have been married for 31 years. They have two grown children and three young grandchildren. They both have worked for the same local company for much of their careers and have raised their family in the same house in which they still live. Although they are some years away from retirement, they are concerned with keeping up with the cost of living and any potential medical expenses once they do retire.


Asset Liquidation

Client is a divorced man in his mid-50s with two grown children. He owns a successful local company but plans to sell it before retirement. He’d like to live part of the year in Virginia, the other part in Florida. He also wants to manage the tax burden on his estate for his children.


Charitable Giving

Clients have been married for 42 years and have raised a family. Now, as they face retirement, they want to maintain their current lifestyle. They also want to provide for continued charitable giving to their favorite causes as well as simplify tax implications on their estate in order to leave an inheritance to pass along their wealth.


Estate Planning

Client is a retired widow in her late 60s. She and her husband both enjoyed successful careers before he passed away from cancer 12 years ago. She is active in her church and with volunteer work in the local schools. She wants to make certain that part of her estate will go toward educating her three grandchildren; she also wants to give to her church. While she currently feels comfortable staying in their home, she also wants to ensure she won’t have to live with their kids should her situation change.