Case Studies
Examples of Success
Our case studies page highlights real-world examples of how we've helped clients achieve their financial goals. Explore these stories to see how our expertise can make a difference in your financial journey.
Dr. Elaina Lu, an Assistant Professor, and her husband Zichen, a startup programmer, earn a combined $255,000. They face high taxes, uncertain retirement savings, and a decision on whether to buy a home. Their foreign-born status adds a layer of complexity as they navigate the U.S. financial and retirement systems...
Strategic Planning Helps a Foreign-Born Couple Become Financial Efficient
A Financial Planning Case Study
Dr. Sarah Morgan, a 48-year-old full professor and department chair of Biomedical Engineering at the University of Michigan, found herself juggling multiple highstakes responsibilities in both her professional and personal life...
How Strategic Planning Gave Sarah Control Over Her Schedule
A Financial Planning Case Study
A Financial Literacy and Personalized Guidance Case Study
Dr. Mark Thompson, a 52-year-old department head at the University of Michigan, leads the Mechanical Engineering department while also navigating his personal financial journey. With a deep commitment to ensuring his family's financial security, Dr. Thompson sought the guidance of Summit Retirement Advisors to help him with retirement planning, college savings for his children, and estate planning...
Leveraging Financial Literacy for Departmental Success
An Investment Management & Transitional Case Study
Dr. Mia Hernandez, an Associate Professor of Environmental Science at Florida International University, is navigating a separation from her spouse. She is earning a stable salary through her academic role and has additional income streams through consulting, online coursework creation, and key note speaking events...