Case Studies

What's your situation?

Dave & Kathy

Entering retirement, dealing with Roth conversions, RMD, and QCDs.

Case Study

Chris & Amy

Dave & Kathy

Self-employed, they want to retire early and provide for kids' education.

Case Study

Couple smiling in front of Christmas lights

Jim & Linda

Dave & Kathy

Jim & Linda

Couple maximizing Social Security, avoiding WA estate tax, and passing on inheritance efficiently.

Case Study

Mark & Lisa

Dave & Kathy

Jim & Linda

Business owners seeking guidance with investing, wills, guardianship, and life insurance.

Case Study

7307 North Division Street, Suite 205, Spokane, Washington 99208, United States

(509) 443-0845

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