Case Studies

This page presents hypothetical scenarios intended for illustrative purposes only. These scenarios illustrate Napier Financial’s process and methodology, but all individuals mentioned are fictional and do not represent an actual client or an actual client’s experience. An individual’s experience may vary based on his or her circumstances. The information contained herein should not be construed as personal investment advice, legal advice, or tax advice, and the reader is urged to discuss their individual situation in a one-on-one setting with a qualified professional.