Preparing for Retirement
Jean and Rodger

Age: 57 & 60

Jean is a doctor at a regional medical center and Rodger is an engineer at a large aerospace company. Both have worked hard in their respective fields and have received several accolades along the way, all while raising a family.


Small Business Owners
John and Emily

Age: 45 & 49

John is self-employed and has a successful online business that they started 5 years ago. He describes himself as a serial entrepreneur and has worked independently most of his career. Emily has been working as an airline pilot for the past 20 years.


Tax Strategies

Age: 60

Mary is self-employed and is a very successful real estate agent and loves what she does. Mary also takes the lead on investing and has been managing her portfolio. She would like to work another 5 years before she retires.