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.
How Income Taxes Work
A quick look at how federal income taxes work.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Do your insurance needs stay the same when the nest empties?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Term insurance is the simplest form of life insurance. Here's how it works.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
What is your plan for health care during retirement?
How does your ideal retirement differ from reality, and what can we do to better align the two?
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
Smart investors take the time to separate emotion from fact.
In the world of finance, the effects of the "confidence gap" can be especially apparent.