Client Goals

Choose the client goals most similar to yours.

Aging Independently

Marina recently widowed without children and is intent on graceful, supported aging.

AGE: 67

After a loving and long-term marriage, Marina’s husband unexpectedly passed away.

Making Work Optional

Larry & Gayle, professional couple taking care of business.

AGE: 53 & 49

Larry & Gayle could probably retire today.

Nearing Retirement

Serena, BioTech CEO nearing retirement

AGE: 61

After accumulating wealth throughout the years as a biotech executive, Serena began thinking about retirement.

Optimizing Stock Options

Paul & Denise, tech professionals with valuable employer stock options

AGE: 36 & 39

Paul & Denise are early in their tech careers and have never thought about retirement.

Perfecting Retirement

Jim & Sandy, recently retired and desiring a plan for sustainable income.

AGE: 65 & 63

Jim & Sandy recently retired from rewarding careers and have lots of plans.

Note: These case studies do not represent a real Johnson Lyman Wealth Advisor client. Instead, they describe typical scenarios that our clients face, along with some of the successful outcomes we’ve developed with those clients.