Retirement Planning

Effective retirement planning is a combination of selecting the appropriate investment vehicles to fit your needs while prudently mitigating taxes and working towards preserving your assets.

At Seeley & Associates, Debbie Seeley and her motivated team of professionals will help you manage your finances for tax savings and invest to pursue your financial goals.

Questions You May Have About Your Retirement Plan

  • When will I be able to retire?
  • Will I outlive my money?
  • Am I paying more taxes than I need to?
  • Which investments should I pick for my 401k?
  • How will I pay for my children's college?
  • How will I pay for long term care?
  • How will my assets pass to my heirs?
  • I'm moving out of state, how will that impact my taxes?
  • My mother passed; what do I do?

At Seeley & Associates your professional will help you answer your financial questions and update your plan so you can focus on what's important in your life.

Important questions come up year round when…

  • Kids prepare for or complete college
  • Job and benefit changes happen
  • You consider remodeling, moving, or a second home
  • Bonus' are awarded
  • Health issues arise
  • Parents need additional care
  • "Bucket list" opportunities arise
  • And so much more

That's why our team of professionals are available year round - so that you can sit down in a private office with someone who knows you and understands your financial and tax situation. With sound answers based on your unique situation, you can make a plan so that what matters most to you and your family may become a reality.

We are committed to helping you pursue your financial goals.

Discover Whether Integrated Tax and Retirement Planning Is Right for You

Call 425-313-1040 today to schedule an appointment.


Integrated Planning allows for effective retirement transitions.

 

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240 NW Gilman Blvd., Suite 2
Issaquah, WA 98027

Phone:
425.313.1040
Fax: 425.313.1118
E-mail:

Debbie Seeley is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional.

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC.

 

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, FL, GA, HI, IA, ID, IL, ME, MI, OH, OR, SC, WA, and WI.

 

Tax preparation services offered through Seeley and Associates, LLC, a separate entity from LPL Financial. LPL Financial does not provide tax advice.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™ and  in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.