Welcome to our Financial Case Studies Hub, where I share real-world financial planning scenarios and the strategies I use to help clients secure their financial future. From retirement income planning and tax-efficient investing to indexed annuities and Roth conversions, these case studies break down actionable wealth-building strategies.
🔹 Each case study is categorized by its financial focus:
Financial Case Study: Are We on Track for Retirement?
Category: Retirement & Wealth Planning Case Study Type: Pre-Retirement Planning This financial case study explores how I helped a couple navigate retirement planning, optimize taxes, and use indexed annuities to secure their future. Client Profile Understanding This Financial Case Study John and Susan had been diligent savers, accumulating over $1.3 million in retirement accounts and…
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