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.

  • Articles


    Educate yourself on a variety of financial topics.

  • Calculators


    A host of financial tools to assist you.

  • Newsletters


    Timely Newsletters to help you stay current.

  • Glossary


    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos


    Short animations that focus on a variety of financial topics.

  • Flipbooks


    These magazine-style flipbooks provide helpful information.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?

Enforcement Programs Aimed at Small Businesses

While small biz strive to comply with the federal tax code, certain practices could attract attention from the IRS.

File and Suspend: A Flexible Social Security Strategy

Understanding Social Security claiming strategies, such as “file and suspend,” may help increase lifetime benefits.

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

More Newsletters →

Last Closing Prices

Dow Jones Industrials 17,672.60 - 0.79
Dow Jones Transportation 8,981.94 - 1.77
Dow Jones Utilities 647.78 + 0.30
Nasdaq Composite 4,757.88 + 0.16
Nasdaq 100 4,278.14 + 0.18
NYSE Composite 10,788.33 - 0.65
AMEX Composite 2,453.76 - 0.05
PHLX Semiconductor Index 680.54 - 0.29
OSX Oil Service Sector Index 193.42 - 1.17

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.