Welcome to my financial case study collection, where I break down real-life financial strategies for retirement planning, tax efficiency, and wealth protection. From Roth conversions and indexed annuities to investment portfolio strategies, these case studies showcase how smart financial decisions create long-term security.
🔹 Featured Case Studies:
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Client Profile (Names Withheld) Like many people I work with, this couple believed they were “in good shape” for retirement. They had done a lot of things right — steady careers, consistent retirement savings, and no major debt heading into retirement. But when we looked closer, there was a hidden tax issue that could have … Read more
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 … Read more