Marie and Michael are a married couple in their late 40s. Marie has worked at several multinational corporations in the IT space. Michael works for a national company in the IT space as well. Both contribute to their retirement plans and have other funds saved for retirement. Their priorities are to live comfortably today, tomorrow, and throughout retirement.

How I Helped:

1. Created a tax-advantaged income stream to help pay for living expenses
2. Designed a financial road map to help guide financial decisions
3. Developed strategies designed to mitigate volatility within the portfolio
4. Incorporated life and long-term care insurance into their overall plan
5. Coordinated introduction to qualified professionals