Case studies
Decisions our clients made,and what they changed.
Each story shows the situation, what we did and the measured result. Names and details are changed for privacy.
Founder, multi-location dental groupA dental group owner prepares for a $14M sale
$1.2Min projected tax savings
Physician couple, both 54Two physicians bring retirement forward by four years
4 yearsearlier retirement date
Family-owned manufacturer, $22M revenueA manufacturer turns a cash squeeze into a credit line
$3Mnew credit line secured
Engineering executive, 41A tech executive diversifies a concentrated position
62% → 18%single-stock concentration
Retired teacher, 67A clear plan after the loss of a spouse
90 daysto a complete, written plan
Owners of four restaurantsA restaurant group cuts its tax bill with better structure
$186Ksaved over three years
Case studies are illustrative. Results depend on each client’s situation and are not a guarantee of future outcomes.
By the numbers
Results you canmeasure, year after year.
$1.4Bassets under advice
410families and companies
96%clients who stay each year
2009independent since
First conversation
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.