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Case Studies

Obviously all our financial recommendations are client-confidential and client-specific. Furthermore we cannot promise you a particular outcome.

But these composite profiles should help you understand the kind of impact we might be able to have on your financial future.

All scenarios and names mentioned herein are purely fictional and have been created solely for illustrative/educational purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice. This material is intended for general public use. By providing this material, CPS is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

how can you predict the impact of your financial strategies on your future?


Tom and Jennifer

Milton and Brenda

Scott explains a 3D Wealth™ strategy to his most important client, his wife of many years, Deni.