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Significance of the Connelly Decision (U.S Supreme Court, June 6th 2024)

The Connelly decision introduces changes that may impact ownership transitions in closely held businesses. It highlights the need to align your agreements with current legal standards to safeguard your interests and mitigate risks.

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Do you know the value of your business?

Have you had a business valuation done?


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Why Review Your Buy-Sell Agreement?

A buy-sell agreement is crucial for business succession.

The Connelly decision may expose vulnerabilities in outdated agreements. We recommend reviewing your agreement to ensure compliance with legal precedents, fair valuation methods, and clear dispute resolution mechanisms.

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Do you have the Old or New kind of Life Insurance?

Does your Life Insurance have Accelerated / Living Benefits?

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Do you have Retirement Income Plan?

Without a retirement income roadmap, will your plan run out of money?

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Who Gets the Keys?

Could your business continue without you or (another) a key person?

Could your partner/spouse run your business?  Would they want to?


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True wealth management is an intentional, valuable process.

It begins with a deep discovery conversation that requires the professional guidance of a financial advisor.
We actively translate that conversation into goals, objectives and a plan.
This framework is wrapped in a cycle of continuous communication; life is fluid and plans need to adapt.

Our Mission

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Services

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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EXPERIENCE YOU CAN TRUST

EXPERIENCE YOU CAN TRUST

For three decades, we have built long-lasting relationships with financial planning clients, offering education, independent advice and direction. With a track record of competence and professionalism, together with caring, compassionate guidance, we create customized fiduciary plans for individuals and businesses. As an independent firm, we are committed to be at your side in conditions of uncertainty and will stay with you to celebrate your success during your career, and as you transition into a fulfilling retirement. 

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial plan with strategies that can adjust to your goals, no matter what.

We are a full service financial planning company. The financial planning path, developed together as a team, is tailored to your goals and financial situation. We work together to understand you and your family’s specific and personal objectives, your past money related behaviors and your priorities and values relating to your goals. The path is designed to serve as the foundation for decision making going forward and reviewed on a regularly scheduled, ongoing basis as a part of our process. We are located in Seattle, WA.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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