Our regulators prohibit the use of testimonials.
What we are creating are several series of short narratives of life’s crossroads and financial milestones experienced by some of our clients.
All stories/case studies are hypothetical and use fictitious names.
“It’s perfect, Nate! I love it. Can we buy it, can we buy it, can we buy it?” Not the kind of outburst Nate wanted to hear while standing with the real estate agent.
Damien comes from a troubled family. Issues cascade from one generation to the next, like a series of waterfalls…
Sarah and Nate have very different stories of their initial dates. It was a whirlwind romance for them, by any measure of romance.
Don built a business, and a remarkably successful investment portfolio. He and Charlene enjoyed many years together in retirement.
The recipe for this meal is a legacy from Sarah’s parents, who managed with what they had. It’s a lot of work. And it’s messy. But it helped them get by when times were tight.
Inside that football-sized roll of towels, is a newborn baby. Nine months in the making, a lifetime ahead, fraught with challenges only begun by the arduous passage called birth.
Before the stroke, Marty had great control of his limbs. As a machinist, that’s a very good thing. Running steel through a lathe when you’re unstable, not so good.