(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.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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