Our Client Stories

Corporate Executive

Mr. Smith is 58 years old and considering retirement from Pfizer where he is a scientist earning $200,000/year. He and his wife have a 25-year-old daughter who is about to get married and a 20-year-old son working on a Ph.D. from U of M.  Combined they have a $2,000,000 retirement portfolio, a cottage up north, and a $300,000 mortgage on their home in town.

The Goal...

Their goal is to retire in two years, pay $50,000 for the daughter’s wedding, and pay for their son’s Ph.D.  They would like to make the best decisions on the best way to collect Mr. Smith's Pfizer pension, when to begin collecting Social Security, and produce significant income from their investments.​

University Professor

Dr. Brown is a retired WMU professor. She has $1,000,000 in her retirement plan and no children.

The Goal...

Her goal is to make the greatest charitable impact possible with her savings in the community

Generational Wealth

Mr. and Mrs. Jones are 75 years old and have a $5,000,000 net worth. Their son is a starving artist in LA and their daughter is a successful business owner in Grand Rapids.

The Goal...

Their goal is to find a way to effectively transfer wealth to their children while understanding that each child has very different needs and tax situations.

These are hypothetical examples for illustrative purposes only.  They are not intended to reflect the actual performance of any security.  Investments involve risk and you may incur a profit or a loss.

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