Tacoma Financial Advising Articles

Sample Reviews

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A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
Tacoma Financial Planners Provider Name Locked
's questions as far as where all our money was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
Tacoma Financial Planners Provider Name Locked
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow.
He's very versed in the myriad of options available, and was able to provide
Tacoma Financial Planners Provider Name Locked
advice for not only managing our own finances, but how to do that in the context of owning our own small business.
He is always professional, unbiased, and responsive to inquiries.
- JOSEPH C.
A

Rating
I have worked with
Tacoma Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Tacoma Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Tacoma Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Tacoma Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Tacoma Financial Planners Provider Name Locked
,
Tacoma Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Tacoma Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Tacoma Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Tacoma Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Tacoma Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Tacoma Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Tacoma Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Tacoma Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Tacoma Financial Planners Provider Name Locked
notified me that since
Tacoma Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Tacoma Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Tacoma Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Tacoma Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Tacoma Financial Planners Provider Name Locked
agents.
- Gayane K.
A

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It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Tacoma Financial Planners Provider Name Locked
. (
Tacoma Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Tacoma Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Tacoma Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

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T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Tacoma Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

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GREAT!
Tacoma Financial Planners Provider Name Locked
,
Tacoma Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

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It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Tacoma Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
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All Financial Planners in Tacoma, WA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

A G EDWARDS & SONS INC

1145 BROADWAY
Tacoma, WA

A Street Investments

219 Legion Way SW, Suite 203-B
Olympia, WA

ABBA ACCOUNTING MORTGAGE BNKNG

10603 4TH AVE W
Everett, WA

Accounting Resource USA

9757 NE Juanita Dr
Kirkland, WA

AGP Wealth Management

126 Wells Ave S.
Renton, WA

AIG FINANCIAL ADVISORS

1919 N PEARL ST
Tacoma, WA

All About Simplifying

Lake Forest Park, WA

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

Alpine Mortgage Planning

12550 SE 93rd Ave
Clackamas, OR

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

AXA Advisors LLC

10500 NE 8TH ST
Bellevue, WA

Balance Financial

1800 112th Ave NE
Bellevue, WA

BANK OF AMERICA MORTGAGE

10500 NE 8TH ST
Bellevue, WA

BARNEY HARTLEY INVESTMENT CTR

1000 TOWN CENTER
Tacoma, WA

BENITZ & ASSOCIATES, INC

122 3RD ST SW
Puyallup, WA

better credit Debt Consolidation

10042 Main Street
Bellevue, Wa

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Bright Debt Consolidation

1208 South Jackson Street
Seattle, Wa

Byrne & Company Wealth Management, LLC

611 Columbia St NW
Olympia, WA

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

clear sky's Debt Consolidation

1750 Pacific Avenue
Tacoma, Wa

Cobalt Mortgage

10900 NE 4th St
Bellevue, WA

College Funding Solutions

PO Box 15722
Seattle, WA

Commencement Financial Planning LLC

611 N Fife St
Tacoma, WA

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Comprehensive Wealth Management LLC

4100 194th St SW
Lynnwood, WA

COOPERATIVE CAPITAL

1423 E 29TH ST
Tacoma, WA

Cornerstone Financial Group

1201 Monster Rd #320
Renton, WA

Credit Repair Seattle

909 5th Ave
Seattle, Wa

DOUBLE D FINANCIAL

30682 MILITARY RD S
Auburn, WA

Doug Jones State Farm Insurance

124 4th Ave S Ste 210
Kent, WA

EDWARD JONES

5005 CENTER ST
Tacoma, WA

EDWARD JONES

1420 S UNION AVE
Tacoma, WA

EDWARD JONES

5810 N 51ST ST
Tacoma, WA

EDWARD JONES

4905 PACIFIC HWY E
Tacoma, WA

EDWARD JONES

6720 REGENTS BLVD
Tacoma, WA

EDWARD JONES

4040 Orchard St W Ste 108
Tacoma, WA

EDWARD JONES

3255 NW Lowell St
Silverdale, WA

Edward Jones

45 Front St N
Issaquah, WA

Edward Jones - Jeffery C. Pleet, CLU, ChFC

630 SE Midway Blvd
Oak Harbor, WA

Empirical Wealth Management

1420 Fifth Ave
Seattle, WA

First Priority Financial NMLS 3257

1500 W 4th Ave Ste 410
Spokane, WA

Frank Wilson-Absolute Mortgage MLO# 933990

1201 Monster Rd SW
Renton, WA

Harborstone Credit Union

4720 Center St.
Tacoma, WA

HARBORSTONE INVESTMENT & INSUR

5929 WESTGATE BLVD
Tacoma, WA

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

HOMESTREET BANK

601 UNION ST
Seattle, WA

Horizon Advisors & Securities America

31620 23rd Ave S
Federal Way, WA

Hurley Williams & Cook PS

4312 Kitsap Wy Ste 102
Bremerton, WA

iBank

3090F Pullman St
Costa Mesa, CA

ICON Consulting

1412 112th Ave NE Ste 102
Bellevue, WA

Insurance Connections Northwest

14042 NE 8th St Ste 105
Bellevue, WA

IRA Valuations

3824 206th Pl NE
Sammamish, WA

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

Ivory Office Consulting Llc

5515 Steilacoom Blvd Sw Suite 108
Lakewood, Wa

James C. Howell CPA, PS

1400 112th Ave SE
Bellevue, WA

JB Tax and Finance, LLC

14205 SE 36th St, Ste 100
Bellevue, WA

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

JW Income Inc.

4616 25th Ave NE
Seattle, WA

Knott & Company Tax Advisors

2501 Southwest Trenton Street
Seattle, WA

Kubesh Investment & Financial

520 Pike Street
Seattle, WA

Laurus Financial Group

33801 1st Way S Suite 261
Federal Way, WA

Leavneworth Insurance, LLC

11756 Hwy 2
Leavenworth, WA

Legal Shield

10900 Kuhlman RD SE
Olympia, WA

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

M

1
Weaver, AL

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Markow Financial Group Inc

2015 W Dravus Str
Seattle, WA

MBSI - DBA: Kiel Mortgage

19550 International Blvd Ste 203
Seatac, WA

MC DONALD INVESTMENTS INC

1109 PACIFIC AVE
Tacoma, WA

MCDEVITT & DUFFY CPAs

330 DAYTON ST
Edmonds, WA

McKeon Financial

1507 172ND ST NE
Marysville, WA

Mercier Financial Group, Inc.

190 W DAYTON ST
Edmonds, WA

Michael A Davis Consultant Inc

15127 NE 24th St
Redmond, WA

MLJACKSON CPA

601 108th Ave NE
Bellevue, WA

Monetizer!

Everett, WA

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia, WA

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia, WA

MUTUAL SERVICE CORP

4042 S PINE ST
Tacoma, WA

MWBoone & Associates, LLC

777 - 108th Ave NE, Suite 2230
Bellevue, WA

N R SMITH AND ASSOCIATES, PS

2120 CATON WAY SW
Olympia, WA

NELSON FAMILY FINANCIAL SVC

720 S PROCTOR ST
Tacoma, WA

Newground Social Investment

10033 12th Ave NW
Seattle, WA

North West Tax Specialists Inc.

12011 Northeast 1st Street #205
Bellevue, WA

PACIFIC WEST SECURITIES

2607 BRIDGEPORT WAY W
Tacoma, WA

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

Pinnacle Capital Mortgage Corp

3906 South 74th Street
Tacoma, WA

Platinum Debt Consolidation

2805 Colby Avenue
Everett, Wa

Prime Source Financial Services, LLC

4802 Nassau Ave NE
Tacoma, WA

RAGEN MAC KENZIE

1201 PACIFIC AVE
Tacoma, WA

Raymond James Financial Services Inc

Member FINRA/SIPC .................
Bonney Lake, WA

Rick G Schied

20 M St NE
Auburn, WA

RJM Consulting, Inc.

7113 California Ave SW #4
Seattle, WA

S P Johnson Group

293 Mulberry St
Buffalo, NY

SC Financial Group LLC

1417 116th Ave NE
Bellevue, WA

SECURITIES AMERICA INC

7406 27TH ST W
Tacoma, WA

SMITH BARNEY

1301 A St Ste 300
Tacoma, WA

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

STAPP FINANCIAL PLANNING

1800 COOPER POINT RD SW
Olympia, WA

STRATEGIC FINANCIAL GROUP INC

4405 86TH AVE W
Tacoma, WA

SUMMIT FINANCIAL GROUP

6625 WAGNER WAY
Gig Harbor, WA

Summit Financial Inc

615 Pasco Pl NE
Renton, WA

Tacoma Merchant Processing Account

4502 S Steele St
Tacoma, WA

TekCollect

871 Park Street
Olympia, WA

The Credit Guru

23632 Hwy 99, Suite F404
Edmonds, WA

The Main Street Group

4510 Cox Road
Glen Allen, VA

Tom Waiss Agency

1209 Market St
Kirkland, WA

UBS FINANCIAL SVC

1160 BROADWAY
Tacoma, WA

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

US BANK

6100 15TH AVE NW
Seattle, WA

USAA

9800 Fredreicksburg Rd
San Antonio, TX

Van Winkle Insurance Group

13619 Mukilteo Speedway
Everett, WA

VMS-Washington

11661 SE 1st Street, Suite 100
Bellevue, WA

Washington Federal

191 W. Washington St
Sequim, WA

Watermark Credit Union

PO Box 1595
Tacoma, WA

WELLS FARGO BANK

2800 3rd Ave
Seattle, WA

Werner, O'Meara & Co

19109 36th Ave W Ste 213
Lynnwood, WA

West Coast Lending Group

11000 33rd Place NE Place
Bellevue, WA

WESTGATE CAPITAL CONSULTANTS

4707 S 19TH ST
Tacoma, WA

Westwood Mortgage Inc.

9706 4th Ave NE
Seattle, WA
Tacoma Zip Codes

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