RETIREMENT PLANNING CASE STUDIES
(Note: These case studies are hypothetical, do not involve a ButlerJeffrey client, and should not be construed as a guarantee.)
WORK OPTIONAL
Case Study #1
Jay and Eunice don’t have a set date for retirement ─ not because they can’t retired, but because they’re not sure they ever want to stop working completely…
RETIRED
Case Study #2
Robert devoted 35 years to his company before deciding it was time to move into the next phrase of his life. With their children grown, he and his wife Laura…
NEARING RETIREMENT
Case Study #3
After accumulating wealth throughout the years as a biotech executive, Susan began thinking about retirement. She consistently saved and currently…