Case Studies

What's your situation?

Dave & Kathy

James & Sarah

Dave & Kathy

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

Case Study

Chris & Amy

James & Sarah

Dave & Kathy

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

Case Study

Couple smiling in front of Christmas lights

James & Sarah

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

Case Study

Man smiling in a business with a white dress shirt.

Mark & Lisa

James & Sarah

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

Unreleased

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(509) 443-0845

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