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are we a good fit?
We’ve helped dozens of people just like you. Explore our case studies.
Case Study #1
Saving for retirement
Client
Tyra
Age
45
Primary Goal
Grow net worth tax-efficiently and maintain flexibility
Read our approach
Case Study #2
Business owners retiring
soon
Clients
Dan & Lola
Ages
56 & 59
Primary Goal
Lower taxes while in peak earning years
Read our approach
Case Study #3
Retired
Clients
John & Daisy
Ages
64 & 65
Primary Goal
Minimize taxes while in retirement, leave an inheritance for their daughter
Read our approach
