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

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

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Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

S Corp vs. C Corp

From time to time businesses may want to revisit whether the current organizational structure is meeting its needs.

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.

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