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Financial Advisor Case Studies

Saenz Family

Self-employed and aiming for financial independence by their early 50s.

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Kelly Family

High earners and big savers who are transitioning toward retirement.

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Tsan Family

Retirees in their early 60s with funding goals for travel and their kids.

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Meredith

Recently divorced, in her 70s, and looking forward to a solo retirement.

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