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 Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Business Cycle
How will you weather the ups and downs of the business cycle?