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Ms. Hart Case StudyMs. Hart – Retiree Income – $35k+ Net Worth – $5mm Wealth Management Interest – Estate Planning / Gifting Ms. Hart Case StudyMs. Hart – Retiree Nancy (84) is as frugal as could be! Because of her wonderful saving and spending habits, and good investment results, she’s amassed a sizable estate. She …

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The Jones Case StudyMr. Jones & Mrs. Jones – App Developer Combined Income – $350k Net Worth – $500k Wealth Management Interest – Investment Management / Retirement / Education Planning The Jones Case StudyMr. Jones & Mrs. Jones – App Developer Mark (40) has been through the grind of graduate school, working his way out …

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The Draper’s Case StudyMr. Draper & Mrs. Draper – Business Owners Combined Income – $400k Net Worth – $10mm Wealth Management Interest – Cash Flow Planning / Tax Optimization / Philanthropy The Draper’s Case StudyMr. Draper & Mrs. Draper – Business Owners John & Mary Draper had planned on running their manufacturing business another decade …

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The Howard’s Case Study Dr. Howard & Dr. Howard – Doctors Combined Income – $700k Net Worth – $7mm Wealth Management Interest – Retirement Planning The Howard’s Case Study Dr. Howard & Dr. Howard – Doctors After a long, successful career, James and Katherine Howard were ready to start looking into their next chapter…retirement. While …

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