Tukwila Office
Office: 206-241-5033
[email protected]Maple Valley Office
Office: 425-432-5450
[email protected]Federal Way Office
Office: 253-941-4609
[email protected]Accounting Services
Let us help take the confusion out of doing your books.
Income Tax Services
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
Financial Services
Let us provide you with the guidance that can help you understand and better define your financial goals.
Helpful Content
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Debt Stress
There’s a link between debt and stress.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.