Agt Tax Advisory Group West

Retirement Planning Partner offers transparent, client-first retirement guidance designed to adapt with you over time. Led by Chris Maggio, a Retirement Income Certified Professional (RICP), the firm specializes in helping individuals and couples create clear, customized financial strategies for retirement-without sales pressure, commissions, or asset-based fees. Chris brings a unique background in finance, education, and investing to each consultation, offering both the technical knowledge and the communication skills needed to explain complex options in a way that makes sense. The firm operates on an hourly and project-based flat-fee model, so clients know exactly what they're paying for. Whether you're five years from retirement or already in it, Retirement Planning Partner helps you evaluate income sources, tax strategy, Social Security timing, healthcare costs, investment decisions, and more-all through a lens of objectivity. Chris believes that retirement isn't a one-time decision but an ongoing process. Her approach gives you the tools and flexibility to adjust your plan as life unfolds. Clients appreciate the independence and professionalism behind every recommendation. Instead of being sold a product, you're guided through your choices with clarity and care. If you're looking for a trustworthy financial advisor who takes the time to understand your priorities and goals, Retirement Planning Partner is here to help. Reach out to schedule a consultation.

Bancroft Buckley Johnston & Serres LLP is a Seattle-based firm specializing in financial planning and legal services for closely held businesses, individuals, and families. Their comprehensive offerings include guidance on trusts and estates, financial planning, insurance, and retirement strategies, ensuring clients are well-equipped to navigate major life events. The firm also provides a wealth of resources, such as financial calculators and informative guides, to assist clients in making sound financial decisions. With a focus on personal attention, they strive to create tailored solutions that promote financial security and peace of mind. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Edmonds, WA area, Matt Hamner will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.