Commencement Financial Planning LLC

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Independent Fee-Only Financial Advisor Tacoma, WA. --> --> --> --> --> --> --> --> --> Skip to content Independent Fee-Only Fiduciary | Financial Planning Wealth Management Serving individuals and their families in Tacoma, Washington and beyond Start Here Comprehensive Comprehensive and thorough. Plans are built according to each client's unique goals and resources. Low-cost and prudent investment portfolios supported by real data and a sound academic approach. Tax-efficient portfolios, wealth transfer structures, and philanthropic strategies. Expert estate and wealth transfer consulting weaved directly into your unique plan. Independent Objective Objectivity and integrity are core values. Being an independent comprehensive fee-only fiduciary is the highest client commitment in our industry. A fiduciary should serve as a client's trusted partner in all things financial, advising how they themselves might act in a similar situation. About Experienced Thorough With nearly 30 years experience in portfolio management, tax planning, estate planning, risk analysis, accounting, trust administration, and all else financial; clients have an advantage. Client portfolios are invested and coordinated according to their unique situations. Certified Public Accountant (CPA) credentials and extensive tax preparation experience allows for a more thoughtful and reasoned approach to improving tax efficiency. Extensive estate planning experience helps ensure accounts, allocations, designations,

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