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Recent News

Have you heard about the new payroll tax coming to Washington State W-2 employees?

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To protect the safety and welfare of our clients, advisors, and employees, we have taken the time to adapt and establish new expectations for all appointments until further notice. Please do not hesitate to reach out with any questions! 

Meeting Options & Disclosures
Make a plan to fund your future

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.

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<p>What's So Great About a Rollover?</p>

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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<p>Home Mortgage Deduction</p>

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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<p>And the Executor Is</p>

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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