Client stories for different chapters of life

Each client is unique; they all have their own story that reflects where they are in life and where they want to go, the questions they have and the answers they seek. Here are three scenarios from different chapters of life. Perhaps you will see yourself in one of them.

  • Mike and Linda, a newly retired couple in their 60s
  • Jeff, an entrepreneur and weekend sailor in his late 50s ready to sell his business
  • The Bradley Family, working parents in their 40s with two kids in school

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.