"I
want to retire with a certain lifestyle. I envision living in Boca in my 60s
and having a condo where I can look onto the ocean from my terrace with my wife." John, age 49, entrepreneur
"After my divorce, I had to start working again. I needed to manage my finances on my own, instead of with my
ex-husband."
Ellen, age 47, sales executive, newly single
"With my law practice thriving,
I want to increase my office space. Will renting or buying best leverage my money?"
Jacob, age 50, attorney, married, with three kids. His oldest is starting college soon.
"My husband and I always supported good causes. I'd like to continue his legacy"
Claire, age 70, widow with substantial assets whose family is well taken care of financially.
"I want to invest in growing my practice by adding more doctors to my staff. But, I also want to plan for retirement."
Harold, age 55, physician in his third marriage with two adult children and one grandchild
