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EricksonTV Topics included in EricksonTV, but certainly not limited to: weekly focus on current market events, long term investing and minimizing taxes.
The Economic Cost of Moving
Our team at Erickson Wealth & Tax Management specializes in an innovative and empowering investor coaching to help clients develop peace of mind about their future and investments. Tax & Accounting Services Tax preparation for both businesses and individuals include an initial consultation, review of prior year's tax return, and a tax interview to assess what your needs will be and what will be required to complete your tax return. |
Erickson Wealth & Tax Management
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 Use this calculator to estimate how much income and savings you may need in retirement. How Long Will Your Funds Last? Use this calculator to determine whether you qualify for the different types of IRAs. Use this calculator to estimate the cost of your child’s education, based on the variables you input. |
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200 1st Avenue West Suite 401
Phone: 206-284-9900 |
Fee-based investment management and hourly fee planning are offered W Curtis Erickson, PS Inc. dba -Erickson Wealth And Tax Management, CPAs and a Washington State Registered Investment Advisor.
Important Consumer Disclosure: Erickson Wealth & Tax Management is a registered investment advisor in the State of Washington. Erickson Wealth & Tax Management and its representatives are in compliance with the current filing requirement imposed upon state registered investment advisors. Erickson Wealth & Tax Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Erickson Wealth & Tax Management's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly the publication of Erickson Wealth & Tax Management's web site on the internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Erickson Wealth & Tax Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Erickson Wealth & Tax Management, please contact the state securities law administrators for those states in which Erickson Wealth & Tax Management maintains a notice filing. A copy of Erickson Wealth & Tax Management's written disclosure statement discussing business operations, services, and fees is available upon written request. Erickson Wealth & Tax Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Erickson Wealth & Tax Management’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.