Daniel Case study

Daniel

Daniel was content in his retirement from firefighting. But as time went on, he worried what would happen to his wife after he passed…

Jack case study

Jack

Jack is a retired veteran, his wife Ana is a retired teacher. Unsatisfied with their financial advisor, they decided to make a change…

Betty case study

Betty

When Betty’s husband was hospitalized, she suddenly found herself completely alone in planning her family’s financial wellbeing…

carl-deborah-waterman

Carl & Deborah

Carl and Deborah are your typical go go go Northern Virginia family. Carl retired from the Army as a Colonel…

nancy-winslow

Nancy

Nancy and David had been married for 34 years when David suddenly died from a heart attack. Nancy had always…

jack-and-susanna

Jack & Susanna

To Jack and Susanna, it seemed like retirement age was coming way too quickly. They both worked for the federal…