(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.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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