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
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Surprises
Making the most of surprises is a great reason to work with us.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.