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6927 Lakewood Dr. W
Suite C3
Tacoma, WA 98467
(253) 272-2410

  
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Create Your Financial Future Today

The decisions you make today have a profound effect on your future financial health. Are you sure your financial plan is right for you? Did your financial advisor tailor his presentation for your needs, or to fit a collection of products he represents?

At Householder Group Estate & Retirement Specialists we do not represent a group of investment products. You can rely on our advice to be in your best interest. We look for ways to save you money today and make your money work harder for you in the future.


We at Householder Group Estate & Retirement Specialists are proud to clearly and publicly state our goals and principles, which guide us each day as we service clients.


Our Vision

To improve the lives of our clients, by working with them to help accomplish their financial objectives.

Our Mission

To provide sound, unbiased advice on retirement planning, tax planning, estate planning, investments and risk management to our clients. Maintain an independent environment, where our advisors are free to focus on the best possible strategies for their clients.

Our Values

We have a duty of undivided loyalty to our clientele. We operate with integrity to earn the trust and confidence of our clients. We believe in continuing education and due diligence to stay abreast of our clients’ changing needs.

Helpful Content

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Rightsizing for Retirement

What does your home really cost?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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