Case Studies

Margaret is a trailblazer in the biomedical industry, with an impressive career spanning testing labs, committees, medical device development, and industry conference leadership. As a successful career woman, she has always preferred to delegate her finances to a professional so she can focus on her work. But when her previous financial planner retired, she needed to find someone new.

Michael, now in his mid 50s, has worked as a Medical Device Representative for 25 years. He’d reached a point where he needed help managing his income and keeping his finances organized. He knew that both his profession and his company benefits were unique, and that finding a financial advisor who understood them might be difficult.

Linda is a Biomedical Engineer in her 50s who specializes in surgical tool design for the medical device industry. As retirement approached, she wanted to ensure her hard-earned finances were secure and well-managed, allowing her to focus on her passions: her profession, traveling, and enjoying life.