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We are taking a webinar break but will be back this fall - stay tuned!
SoundMark

Soundmark Wealth Management, LLC provides wealth management services to its clients through integration of a diversified 'passive asset class' philosophy using primarily institutional class index funds.

Coffeehouse Portfolios

This has been the traditional Coffeehouse portfolio I presented during my eight years writing a column for The King County Journal.

Remember, this isn’t necessarily the best portfolio for you!

That can only be determined after you have created a financial plan that reveals the amount of risk you are able and need to take to reach your financial goals.