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.
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
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
An inside look at how marginal income tax brackets work.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Five phases to changing unhealthy behaviors.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Tips on insuring your teen driver.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
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.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.