Donald Montgomery

Financial Advisor

509-254-5060

913 6th Street
Clarkston, WA 99403

dmontgomery@wradvisors.com

Make a plan to fund your future

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

Services for your business

Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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Questions? Let's connect

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