Save For College & Pay Off Student Loans
Find The Optimal Social Security Strategy
Maximize Investment Returns & Control Risk
Know How Much To Save and How Much You Can Spend
Client Case Studies
(Note: These case studies are hypothetical, do not involve a Denouement Financial client, and should not be construed as a guarantee.)
Pursuing an acting career. Worried about balancing student loans with saving for the future.
Plan: We are optimizing their monthly budget, moving to an income-based repayment plan, and moving their “emergency fund” to a Roth IRA.
Lisa & Hector
Successful engineers. Worried about saving for college while planning for retirement.
Plan: They are now saving for college using a combination of 529 plans and Roth contributions. After a thorough risk profile, a few changes have improved their retirement income outlook.
Jack & Linda
Happily retired. Jack is a DIY investor but worries what might happen to Linda when he’s gone.
Plan: We kept their portfolio invested in low-cost Vanguard index funds, and they feel comfortable having our expertise behind them should anything happen. An estate plan pointed out beneficiary changes which reduced their worry about estate settlement.