Case Studies

A business owner preparing to sell wanted certainty that a market crash wouldn't dent his lifestyle — and that his wife would be set up if he died first.

A widow with a substantial nest egg wanted to know how much she could spend, what would be left for her children, and whether her plan would hold up in a downturn.

A corporate division head with plenty of assets wanted verification she was making the smartest possible moves on income, taxes, and a lifelong plan for a special-needs adult child.

A successful doctor in his mid-50s wanted to know whether his portfolio alone would sustain the retirement he envisioned — and whether it would hold up under market stress.