Let us help you grow more than wealth

We help people understand how money works, what its limitations are, and how best they can use it to its fullest capabilities. Simply put, we help you make sense of your money. Working with families and businesses who have a net worth above $1 million and $500,000 of investable assets, we help implement a plan to achieve lifelong financial security and peace of mind while managing risk through a rigorous and disciplined investment approach. Our priority for each client is simply ensuring that they’re able to maintain the lifestyle they enjoy for the rest of their lives. 

Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 509-736-3856, Melissa.Herrin@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2023
Fair Market Value Statement January 31 2023
1099 Tax Information Summary February 15, 2023
Income Summary (FYI Statement) February 28. 2023
REMIC Tax Information Summary March 15, 2023
1042-S April 1, 2023

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

 On or about March 17, 2023
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)		 On or about April 7, 2023
5498 June 1, 2023
Revised 1099 Tax Information Summary
(tax years 2017-2021)		 Monthly, beginning May 2023

Meet our team

Learn more about the Schumacher Liebert Investment Group

 

Bulletin Board

Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

Read more