(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.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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