Alexander & Meg

More life. Less worry.

Client Stories

At 70, Alexander and Meg are retirees who enjoy traveling to national parks and visiting their grandchildren. They had saved well but needed help with tax efficiency, withdrawals, and estate planning. We helped them by reallocating assets, reducing concentrated stock holdings, and incorporating strategies like Roth conversions and charitable IRA donations. The result: tax savings, efficient giving, and a stronger legacy plan.

Actual performance and results will vary. This case study does not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.

Sondra

Retirement planning

Jun 2026

Ken & Allison

What our clients say

What Kevin designed for us allowed us to do the things that were important to us, and to be as generous as we want to be with our kids and grandkids

Jay and Janet

The statement was provided 4/8/26 by Jay and Janet McAninch who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

They listen to your goals. They look at your whole financial picture. It’s really a family partnership, and I feel very taken care of.

Kelly

The statement was provided 4/8/26 by Kelly Guggolz who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Every time we come, we understand everything they’re saying. But I’m so glad we don’t have to be the ones thinking about it, that we have somebody we trust to do it. You can just tell that they know what they’re doing. And that’s how we feel.

Al and Becky

The statement was provided 4/8/26 by Albert and Rebecca who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.