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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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Collaboration

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.  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

The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

How Boomers and Millennials Differ

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

 

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Building Your Legacy

A four-step framework for building a personal legacy.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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