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Puget Sound Financial Strategies, Inc

Company: Puget Sound Financial Strategies, Inc
Contact: Eric Lansford
Address: 4301 S Pine Street, Suite 363
City: Tacoma
State: WA
Zip: 98409
Phone: 253-238-0709
Fax: --
Email: eric@psfstrategies.com
Website: https://psfstrategies.com/

About My Practice

We take a holistic view of your finances and retirement planning and look for any unseen obstacles that could interfere with your financial well being now and in retirement. We take time to really get to know you and your retirement goals and find the ideal retirement income plan that is just right for YOU.

We are located in Tacoma Washington and serve the Puget Sound area and beyond.

"Retirement should feel like freedom. Freedom of CHOICE," ~Eric Lansford, Founder.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/psfs/

Offering Advice Since

1994

Areas of Specialty

Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations: CFF
Insurance Licenses: Life and Health
Other Licenses, Certifications, Designations:  3(38) Fiduciary
Education:  Bachelors Degree
Investment Advisor Registration: RIA

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Charles Schwab

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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