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RETIREMENT PLANNING

RETIREMENT PLANNING CASE STUDIES

(Note: These case studies are hypothetical, do not involve a Premier Wealth client, and should not be construed as a guarantee.)

WORK OPTIONAL

CASE STUDY #1

Mark and Jennifer don’t have a set date for retirement — not because they can’t retire, but because they’re not sure they ever want to stop working completely…

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RETIRED

CASE STUDY #2

Dan devoted 35 years to his company before deciding it was time to move into the next phase of his life. With their children grown, he and his wife Laura…

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NEARING RETIREMENT

CASE STUDY #3

After accumulating wealth throughout the years as a biotech executive, Carol began thinking about retirement. She consistently saved and currently…

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Suite 360
Chesterfield, MO 63017

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CONTACT US

Reach out to us anytime and we will be happy to answer your questions. You can also schedule call here Gary Cassell

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