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
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.