Bellevue Certified Financial Planner, CFP / Financial Advisor Seattle & Kirkland

"2008 Five Star Wealth Manager: Best in Client Satisfaction” - Seattle Magazine

The ICON Approach
Many firms might be able to help you handle a slice or two of your financial life, but how many of them really understand the whole pie?  How do you know if they are qualified to give you the advice and direction you really need?  Do they possess a detailed knowledge of the multiple financial disciplines required to help you succeed?  

How many of them understand that the fundamental purpose of their relationship with you is to protect and look out for your best interests? With over two decades of experience working with Northwest families, we have positioned ICON as one of the industry's leading independent wealth management and financial planning firms.  As we embark on long term working relationships with our clients, it is our unbiased and expert knowledge that holds the key to our mutual success. Gaining and keeping wealth requires education, and it is extremely hard to navigate in the financial world if you don't have someone you can trust to teach you the rules.

Welcome to ICON.  We are here to help.


Visit us here for a demo of ICON's offerings.  For additional inquiries, or to schedule a complimentary review, please click here.
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Newsletters

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

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