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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

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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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.

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Once Upon a Goal

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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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