| 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.
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
