Behind The Designs

Case Study 1: Retiring Early to Travel


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In this fictional case study, we walk you through a financial plan for two executives retiring in five years. They wonder how they will retire early without dealing with large withdrawal penalties or taxes on short term gains. And while they feel good about how much they saved, they still worry that they won't have enough after they start traveling in their retirement years. 

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👋 ABOUT US: We are a team of financial advisors based Chicago. We specialize in helping professionals plan their retirement through investment management, tax efficiency, and executive compensation.

⚠️ DISCLAIMER: All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.





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Behind The DesignsBy Financial Design Studio