Client stories
Four families, four plans, and what changed when the numbers were in order.
- Families
- 1,400
- Average relationship
- 16 years
- Renew each year
- 98 of 100
Case 01The late starters
51 and 49, two teenagers, $380k saved, no pension.
Before · 79With a plan · 96Money lasts 17 years longerRead the story
Case 02The surgeon
44, high income, high tax, stock options vesting.
Before · 84With a plan · 100+$18.4k less tax in year oneRead the story
Case 03The widow
67, sudden decisions, three accounts she'd never seen.
Before · 81With a plan · 98A plan she can explainRead the story
Case 04The business sale
58, selling the company, one chance to get it right.
Before · 88With a plan · 100+Kept $640k more of the saleRead the story
“We stopped working at 58. On paper, it happened when we were 44.”
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You'll talk to Helena Marsh, CFP®