Client profiles and implemented plans We will provide personal or corporate references upon request.
Description of Client(s)				Plans Implemented
			Senior Executives of publicly traded company experiencing rapid growth	Comprehensive Financial Planning Stock Option Exercise Strategy Asset Diversification Plan Estate Planning On-Going Portfolio Supervision and Reporting
			Law Firm; Actuarial Firm	Portfolio Design and On-Going Portfolio Supervision for Firm's Retirement Plans
			Economics Consulting Firm 80 Employees	Financial Planning Seminar for Principals After Sale of Controlling Interest
			Business Owners - Auto Dealership, Wholesale	Comprehensive Financial Planning Personal and Company Retirement Plan Investments
			Senior Executive - Job Threatened  by Severe Business Contraction	Financial Counseling to Test Capital Sufficiency and Develop Contingency Plans
			Business Owner - Manufacturing	Investment and Estate Planning Investment Performance Monitoring
			Very High Net Worth Family	Estate Tax Liability Plan; Financial Critique
			Retiring Executives,  Fortune 500 Firms	Capital Sufficiency Analysis and Estimate of Affordable Expenditure Level Financial Security Investment Plan Ongoing Portfolio Supervision
			Physician - Oncologist	College Expense Funding Plan Asset Allocation Plan for Personal and Pension Assets
			Business Owner - Manufacturing	Personal and Company Financial Evaluation and Strategy Plan
			Widows; Recently Divorced	Financial Security Investment Plan Portfolio Supervision
			Physician - Research Scientist	Asset Management Plan Estate Plan Consolidated Portfolio Reporting Investment Supervision for Charitable Remainder Trust