The first thing you will notice when you enter the office is the sense of calm. Sound investing leads to peace of mind, and a relaxed environment facilitates the open discussion necessary for real conversation.
Abundance VS Scarcity
Abundance means having enough, and it means the security of knowing you have enough. Many of us have spent too long living with the perspective of scarcity. Are you ready to transform your experience of money from a scarcity perspective to an abundance perspective? If so, use our experience and expertise to help:
*Formulate and maintain your investing strategy
* Anticipate the inevitable ups and downs of life and the markets
*Identify and manage risks
*Balance your need to take risk with your willingness to take risk
*Prepare for potential health care and long term care costs
*Negotiate the maze of taxes, Social Security, Medicare and Medicaid
*Establish your legacy through estate planning
*Transition from work to retirement
*Discover the right balance between saving and spending
*Put it all togetherinto a clear, robust but flexible investment plan.
As Your Fiduciaries
You won’t get glib predictions from us because life and the markets can take turns no one expects. You also won’t hear about foolish guarantees because there are always risks and opportunities. And you won’t have to listen to us try to sell products because we know you need unbiased advice, not another sales pitch.
Unlike commissioned sales people, we are fee only advisors who act in your best interests. We use clear, easy-to-understand, time-tested strategies to aid our clients, and we look forward to hearing from you.
Please feel free to start a conversation now by calling (206) 284-9900, or email us at admin@curtcpa.com, or by joining us at one of our upcoming seminars.
Fee-based investment management and hourly fee planning are offered by W Curtis Erickson, PS Inc. dba -Erickson Wealth And Tax Management, CPAs and a Washington State Registered Investment Advisor.
