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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Cash Flow Analysis

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

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.

Savings Accumulation

Estimate the future value of your current savings.

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Saving for Life After Work

Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.

Adding Real Estate to Your Portfolio

An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

A Brave New World

The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.

Meet the Greeks: Alpha and Beta

This article explains how alpha and beta measures can be used to compare investments.

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