Archives: Clients

Withstand the next market downturn without compromising your ideal retirement. Henry (51) is an established dentist in Austin. He has owned his own practice for the past 20 years. He’s been a consistent saver over […]

Build a strong retirement plan for yourself and your employees. John (64) is a successful business owner for 30 years who is getting ready to sell to a larger firm.  He is married to Cindy […]

Ensure you are prepared for your family’s financial future. Jack & Jill Matters Jack, age 55, is a Director for Apple. His wife, Jill, enjoys taking care of the household and the kids who are […]

Feel confident about your financial future. Maggie (58) is a recent widow. Her husband, Dave (68), passed away very suddenly leaving her to run their real estate firm. Maggie has worked part-time at the firm […]