Jill & Bob’s biggest financial concerns are currently around legacy planning, making sure they reduce taxes, and simplifying their overall financial picture as they head into their 70s. 

John and Karen are looking for a financial advisor that will connect the dots between their investments, taxes and estate planning and someone who they plan to work with throughout their retirement. 

New financial considerations have caused Janice anxiety. She is looking for a trusted individual to help answer her questions and also serve as a sounding board to make the right financial decisions for her situation.