we plan. you live.

Case Studies & Insights

  • Case Study ·

Meet Cameron

What was his Current Situation? Cameron and Christie came to Trumpet after being referred by one of our referral partners.  As a medical professional Cameron running his own practice Cameron…
  • Case Study ·

Meet Michael, Anita, and the kids

What was their Current Situation? Michael and Anita were referred to Trumpet through an existing client, the way most clients come to seek advice from us.  With a busy residential…
  • Case Study ·

Professional couple with young kids

Who are they and what is their current situation? They are a professional couple with young kids who worked hard to build up a reasonable asset base but they still…

we plan. you live.