Our offices are located in Gig Harbor, Washington. We currently serve clients in 12 states of our United States of America. We are proud to say we have a total of 40 years of experience in Financial Planning, Investment Management and Tax Consulting, for both individuals and businesses. We choose to be Fiduciaries and advise you in a way that places your interests first, always.
We are committed to you, our client. This is your financial life and our integrity is essential.
We are committed to you, our client. This is your financial life and our integrity is essential.
Services
We listen before we advise. You have a unique story and an individual perspective about money. We discover who you are and then align plans to your goals and strategies to your financial challenges. That means with us you won't be assigned into an arbitrary program or portfolio model. The Gig Harbor Financial Services team collaborates to identify and plan investment strategies and tactics.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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