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Case Studies

Real Success stories and how we got there.

Roth Conversion Decision-Making in Retirement

Saved $50M in Taxes in 2024

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Planning for Monthly Income & Charitable Giving in Retirement

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Planning Tax-Free Funds for the Next Generation

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Investment Advisory Services offered by James Jurica, CFP® CLU® CHFC® RICP® are offered through Wealth Watch Advisors, an SEC Registered Investment Advisory Firm. NJM Wealth Preservation Strategies and Wealth Watch Advisors are not associated entities.

3.12.97

Project Name

Category

Making amazing jackets from happy little lambs.

3.12.97

Project Name

Category

Massive drums sets are fun.