A High Level of Commitment Lifelong Relationships Your Financial Partners A Personalized Approach

Welcome to Waterfront Financial Management Group
Silverdale, WA

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.

Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Rightsizing for Retirement

What does your home really cost?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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