Independence
We are an independent firm with a client-centric focus.
Learn MoreAppreciation
At Financial Strategies, we appreciate the opportunities we have to create positive outcomes in the lives of those around us.
Learn MoreCollaboration
Alone we can do so little, together we can do so much.
Learn MoreUnderstanding Today's Financial Environment
Welcome, we’re Financial Strategies, a financial planning and wealth management firm in Longview, WA. We understand that every family faces unique challenges. Whether your goal is preparing for retirement, planning for the efficient transfer of your estate, or figuring out where you are at on your financial journey, we are here to help.
Mission Statement
At Financial Strategies, it is our mission to create positive outcomes in the lives of those around us.
Helpful Content
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Rightsizing for Retirement
What does your home really cost?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.