(253) 478-3967
14528 SE 216th Street
Kent, WA 98042
mburns@wradvisors.com
Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for exciting adventures, quiet days in the garden, time to spend with grandchildren, or humanitarian endeavors, I can help you make a plan to pursue your goals.
Services for your business
Your business has unique needs, and I have the resources to support you, your business and your employees.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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