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.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Learn about the average American budget in this fun and interactive piece.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
What does the Tax Reform and Jobs Act mean for you?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
That big list of dreams and goals isn't the only way to look at your bucket list.
Agent Jane Bond is on the case, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.