Currently offering free consultations and virtual meetings. Investments, insurance and planning.
Tacoma-based fiduciary financial planning for retirement, investments, long-term care, tax-aware strategy, estate coordination, and veterans benefits planning across western Washington. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Steele Capital Management are not affiliated.
Joyful financial planning to cultivate an empowered and impactful future. We bridge investment education gaps to help you align your money with your personal values. Independent, Flat fee-only, Fiduciary.
We specialize in retirement planning, mortgages, home/auto insurance, investments, annuities, and more—all in one place. As a trusted local financial services company, we provide expert advice and education to help you achieve your retirement goals. With smart, insightful planning, we’ll guide you on Social Security, estate planning, tax strategies, and most importantly, ensuring you don’t run out of money.
Hello, my name is Otha Perry, and I would love to meet and help you save with your personal and business taxes. Give me a call. I have 15 years of experience in the business waiting to share with you.
Bookkeeping, Training, and Business Consulting from a Certified ProAdvisor! Training: Get help setting up your QuickBooks file from a QuickBooks Certified ProAdvisor! Get coaching on how to best use QuickBooks for your particular business and get as much training as you need on all functions such as: invoicing, creating estimates, receiving customer payments, downloading banking transactions, setting up and running your own payroll, and much more! Bookkeeping Services: Offering bookkeeping services of any scope from simply a quarterly or monthly filing of taxes to a full-charge day-to-day bookkeeping including: entering and paying bills, creating invoices, receiving customer payments, inputting all transactions, reconciling, running payroll, filing payroll taxes and reports, and more. Or select anything in-between to customize for your specific needs. Contact us for more info!
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