(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.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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