Mike and Lori, weren’t sure if their current investments would give them enough to fund the dream retirement they were hoping for in 10-years.
Leaving a legacy
Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth.
Real Estate Investments Demand Too Much
He used to enjoy painting and cleaning the different properties, but what used to be a pleasant escape had become a burden. His goal was to simplify.