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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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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Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Rightsizing for Retirement
What does your home really cost?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.