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.
Selling a Business
Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.