Designing a Wealth Management Plan for Now and for Life

Paul FennerNew and Growing Families


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

Preparing for the Next Life Chapter

Paul FennerEmpty Nest Families

Empty Nest

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 Retirement Benefit Plan to Support Growth and Employee Wellbeing

Paul FennerEmployer Services

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 executive team’s needs and at the request of their employees.  Since implementation, the … Read More