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

  

Rightsizing for Retirement

What does your home really cost?

 

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What If You Get Audited?

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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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How does your ideal retirement differ from reality, and what can we do to better align the two?

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

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