THE SITUATION Baker Werks is a growing software company specializing in software as a service in the real estate industry. Their employee headcount has grown from 500 to over 800 within the past two years. Baker started an employer-sponsored 401(k) plan ten years ago based upon the needs of the executive team and at the request of their employees. Since … Read More
Preparing for the Next Life Chapter
THE SITUATION The Summers* Family: Carol, 55; Derrick, 58, Jessica, 26 and Tony, 24. Carol is in the medical field, and Derek works in manufacturing – both work for others. After accumulating some wealth through various investment accounts and with both adult children working with no immediate need for financial support, the Summers now want to focus on and plan … Read More
Designing a Wealth Management Plan for Now and for Life
THE SITUATION The Winters* Family: Jennifer, 35; Brian, 38, twin girls, 9 and son Andrew, 7. Jennifer is a marketing director, and Brian is a software engineer. Jennifer would like the option to start her own business, which would give her more time at home with the kids. The Winters have been saving for college and emergency needs in a … Read More