Case Studies
Our Services
At a Glance
$
1
M
Average Client Savings
$
1
B
Total Client Savings
1
%
Refund Offer
Our Previous Work
Bob and Susan' in most ways are the typical IRA Millionaires that we work with. They saved well, accumulating around $1.5 million in IRA assets, and they maintain a pretty modest lifestyle.
'Kate' came to us having saved just over $1 million in her company 401k plan. She had just retired and wanted to make sure that her savings provided the best possible outcome.
'Dan and Carolyn' never really made a lot of income during their careers, but had good jobs and saved aggressively.
