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Case Studies

Real Success stories and how we got there.

Roth Conversion Decision-Making in Retirement

A real case study on how our financial advisory firm helped a family plan for their future and save thousands in taxes.

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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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"Commit your works to the Lord and your plans will be established." - Provbers 16:3

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.