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What's YOUR story?
As Michael and Laura approached their mid-fifties and saw their three children all graduate from college, conversations about "what's next" came up more frequently. Over the span of their careers, years of hard work and dedication accumulated into a healthy nest egg...
Following the passing of her Aunt, Danielle learned she was the sole beneficiary of her estate. Unsure of how to manage this new wealth, Danielle wanted to talk with a professional...
Five years ago, James and Debbie celebrated their retirement by trading the busy city life for the small, peaceful town of Charlottesville. Living off of their accumulated assets, they spend most of their time volunteering, travelling, and spending time with their children and grandchildren...
As a father of two, a husband, and a small business owner, Tim hasn’t had much time to plan out his long-term financial goals. Although he is in the earlier stages of his career, he has already recognized the importance of capitalizing on his strong earning power...
The Sturman Approach
