Meet the Financial Alternatives Team

 
 

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Financial Alternatives works closely with these organizations

 

North Central Educational Service

 

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Educational Service District

 

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Northeast Educational Services District 101

 

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WA State Retirement Plan Participants

 

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01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our  client’s reliable financial advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial strategy that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Blogs

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Kristen Peterson |
Categories
Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...

How to Dive into Business Succession Planning: 10 Key Questions

Kristen Peterson |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Kristen Peterson |
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together...