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
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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 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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When Markets React
When markets shift, experienced investors stick to their strategy.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.