Welcome to Waterfront Financial Management Group
Waterfront Financial Management provides comprehensive financial services to individuals, businesses and trusts. We implement appropriate financial strategies using a portfolio of stocks, bonds, mutual funds and exchange traded funds. We strive to become a trusted source of advice for our clients as they make financial decisions.
Our firm is comprised of experienced professionals who subscribe to a high level of personal financial guidance. Whether you are concerned about preparing for retirement, funding college savings accounts, or investing assets for the future, our staff is prepared to provide complete and clear information that will help you make informed financial decisions.
Through our close association with West Sound CPA LLC in our office, (www.westsoundcpa.com), we provide personal income tax services and tax strategies to help clients have a complete picture of their financial situation. In addition, we provide value-based consulting service to many business clients, based on our hands-on experience with growing a company, proper capitalization, use of funds and strategic planning. This is much more than the typical accountant or financial advisor offers – and businesses owners appreciate our philosophy of “no surprises” as we help them manage their financial resources.
Our primary goal – to improve the quality of our client’s lives by helping them pursue financial peace of mind.
This requires getting to know our clients in very personal ways. We invite you to get to know our firm, and become a part of our client family. If you have questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (360) 692-9000.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
For some, the social impact of investing is just as important as the return, perhaps more important.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Learn a little about worldwide currency in this fun infographic
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.
With alternative investments, it’s critical to sort through the complexity.
Make your retirement as exciting as your next vacation.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?