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Coronavirus & Market Updates

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<strong>Exciting News!</strong>

Exciting News!

Our office location has recently changed! You will now be able to find us at 19401 40th Ave West Suite 460, Lynnwood, WA 98036.

Our phone number, fax number, and email will remain the same so if you need to contact us, please reach out!

As always, our goal is to make your experience the best it can be, if you have any questions, don't hesitate to ask!

Meet the Team
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>Consequences</p>

Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
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<p>Social Security Taxes</p>

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Questions? Let's connect!

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