Woodstone Financial Services

Wealth Advisor

 

 It's never too early or too late to meet with a Wealth Advisor to assist you with your financial planning in preparing for the future. Our wealth advisor at Woodstone Credit Union Financial Strategies, Federal Way, WA is available to assist you in selecting from a broad array of investment and insurance options suitable to your unique financial needs.

Located in Federal Way, Woodstone Credit Union Financial Strategies continually strives to successfully manage their clients' assets and protect their resources. Financial Advisor, Bob Skinner, has more than 25 years of experience in investment and insurance planning. He is skilled at tailoring recommendations suitable to your risk tolerance and investment analysis. Small business owners can also benefit from consulting with a professional financial advisor on retirement and insurance planning.

 

Financial Planner

 

Bob's experience includes wealth and money management, estate planning, retirement planning, risk management and insurance planning. He is available to meet with you in person in Federal Way. In addition to retirement planning, there may be other financial goals to plan for:
  • Implementing a college fund for your children or grandchildren
  • Quality life insurance to protect your family
  • Conserving your estate and ensuring prolonged wealth for future generations

Whether you're in Tacoma, Federal Way, or anywhere in Washington State, schedule an appointment with a Woodstone Financial Advisor today for a free consultation on: 

  • Wealth and Money Management
  • Estate Planning
  • Retirement Planning
  • Risk Management
  • Insurance Planning

Representatives of Securities America do not provide legal advice. Please consult the appropriate professional regarding your situation.

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Disability Income Insurance

How much Disability Income Insurance do you need?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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New Opportunity for Generating Lifetime Income

A survey of adults aged 44 to 75 found that 61% fear running out of money in retirement.

Mutual Funds and ETFs

In spite of their similarities, there are some key differences between ETFs and mutual funds.

Fixed-Income Investments and Rising Interest Rates

Bond prices typically fall as interest rates rise; this may be a good time to examine your fixed-income investments.

Growth, Value, or Both?

Here’s how to identify a stock or mutual fund as a growth or value investment.

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July 31, 2015 @ 01:03 PM

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