After years of building a successful business, Heather and Steve had accumulated wealth, property and complexity. Their retirement plan brought the pieces together, uncovered major tax issues and showed them they had more freedom than they realized

A year from retirement, Kevin and Barb had properties, investments and plenty of questions about how to make it all work. Their plan helped them unwind the right assets, reduce lifetime tax and use more of what they had built for travel and time with their daughters.