Below are examples of client case studies. The numbers provided are from the actual defined benefit plan proposal and illustration, however some biographical data has been altered to protect client identity.
- 30 year old self employed physican
- Attorney with high income due to a one time event
- 39 year old IT Consultant working as an independent contractor
- Physician makes a lifestyle change and starts his own business as an LLC
- Married doctors with $950,000 of self employed income
- Single Cardiologist age 37 with $400,000 of income
- Married physician with 2 children and one income of $550,000
- 48 year old single orthopedic surgeon with $600,000 of income
- Husband and wife partnership with $300,000 of income
- Attorney age 53 starts his own legal practice as a sole proprietor
- S corporation: Software design consultant age 54
