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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Life Insurance

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Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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