Welcome to Northwest Financial & Tax Solutions, Inc.
Our team of financial advisors in Vancouver, WA, provides practical and comprehensive retirement planning, wealth management and tax services. As a locally-owned and operated business founded in Clark County, we understand the value of loyalty and commitment. Our goal is to deliver the services and advice that enable you to build your wealth, plan your future, and live the retirement life you have always dreamed of living.
Our specialty is coaching people who are retired, or within 5 years of retirement, to help them make the sometimes-complicated transition from the working world into retirement.
Our signature is the complimentary “8 Step Retirement Game Plan” in which we provide:
- Portfolio Review
- Fee Analysis
- Tax Review
- Estate Plan Review
- Retirement Income Plan
- Social Security Maximizer Report
- Life Insurance Check Up
Independent Fiduciaries Who Work In YOUR Best Interest
As fiduciaries, we are required by law to operate completely in your best interest. Being independent means we don’t have to sell the products of any large corporation, and we have the freedom to choose from a wider variety of investment and insurance products.
Our mission is to help our clients better understand money, taxes, and the critical need for retirement planning. We strive to develop strategies for income streams that you can never outlive.
From analysis and education to solutions and plan creation, we are comprehensive in our approach. We want the opportunity to assist you in creating a clear plan that achieves your retirement dreams.
Contact us at (360) 828-1469 today for your FREE initial consultation.