A Firm That Knows Your Situation
Our mission is simple: to combine our knowledge, experience, and high level of ethics to provide financial and investment strategies and recommendations our clients trust. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for comprehensive recommendations, customized retirement and investment strategies, and education tailored to your questions. We are advisors that have been serving families and businesses throughout the Pacific Northwest and we take pride in knowing we have built such strong relationships in our community. Whether you have questions about investing, your retirement years or leaving a legacy to your loved ones, contact us to learn more about how we may be able to help.Contact Us
Individuals and families can benefit from working with an advisor who understands their needs and works hard on their strategies.Learn More
Our youthful perspective allows us to focus on your retirement rather than planning for our own.Learn More
We care about your retirement and investment goals. The relationships we build with our clients are our utmost priority.Learn More
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Understanding how capital gains are taxed may help you refine your investment strategies.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Do your insurance needs stay the same when the nest empties?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Understanding the cycle of investing may help you avoid easy pitfalls.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Are Real Estate Investment Trusts right for your portfolio?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A bucket plan can help you be better prepared for a comfortable retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.