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Authentic. Consistent. Innovative. Independent.

Independence

We are an independent firm with a client-centric focus.

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Appreciation

At Financial Strategies, we appreciate the opportunities we have to create positive outcomes in the lives of those around us.

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Teamwork

Alone we can do so little, together we can do so much.

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Understanding 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

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Extended Care: A Patchwork of Possibilities

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.

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