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
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A Reminder of Why It's Important to Take a Long-Term View
The recent market drop is an important reminder of why it's important to take a long-term view.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.