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 MoreTeamwork
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. We can help simplify the process of preparing you for the future. Whether your goal is preparing for retirement, planning for the efficient transfer of your estate, or just determining where you are at today in relationship to achieving your financial goals, we are here to help.
Mission Statement
At Financial Strategies, we form deep and meaningful relationships. Our passion is to uncover what is truly important to you.
Helpful Content
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.