These case studies will give you a good idea of the kind of situations we work with and insights to our approach to helping clients. As an Investment Advisor Representative (Series 66), we are unable to advertise those clients that endorse our services. These case studies are one of the ways we try to help you evaluate if our services are a good fit.
You will note in these case studies that the results come from financial planning or financial advice and not from specific recommendation of a product or investment. The full assumptions that underlie and the full consideration set of strategies may not be appropriate for you.
These case studies are for information purposes only and do not constitute financial advice. Individual circumstances can differ and it is therefore vital to seek independent financial advice before embarking on a course of action.