Approaching Retirement
Financial planning for those approaching retirement.
Mr & Mrs Brown, age 59 looking to retire at age 60, two grown up children.
In Retirement
Financial planning for those in retirement.
Mr & Mrs Smith, age 62, retired, with two grown up children.
Long Term Care
Financial planning for those requiring long term care.
Mrs Smith, age 89, suffering from Alzheimer's, recently been put into a residential home.
Still Working
Financial planning for those still working.
Mr & Mrs Jones, age 50, looking to retire at age 60, business owners, two children age 16 and 17.
Working Family
Financial planning for a working family. Colin and Helen Smith, age 40, two children age 10 and 12.
Colin - company executive; Helen - not employed.