Case Studies

Browse a sampling of typical client situations, and how we used specific techniques to solve problems.

“Bob” was approaching retirement and had amassed a healthy sum in his 401(k)…

PRE RETIREMENT CONUNDRUM

 

 


“George” and his wife had purchased a home in Bend near the top of the market…

THE PROBLEM MORTGAGE

 

 

“Bill” and “Bonnie” came to us in the late 1990s after Bill realized he wasn’t particularly interested in taking care of his own investments any longer…

SECOND MARRIAGE

 

 

Sisters“Jane”, along with her sister, owned a significant commercial real estate asset…

REFERRAL NETWORK