Strengthen & Secure Your Financial Future
Financial planning can be a complex endeavor, particularly when the economy and markets are unstable, and when even real estate is not the secure investment it once was. Let the professionals at Stapp Financial help you build a personalized plan to help you reach the financial goals you want.
Our financial planning experts can guide you through the tough decisions, including allocating assets, monitoring investment performance, providing for higher education for your children, preparing for retirement, and establishing trusts and estates that can help your family retain its wealth for future generations.
Stapp Financial offers Fee-Only advisory services. We do not receive commissions for selling products or services. Our only goal is to help you achieve what is best for you.
We are registered as an investment advisor with the State of Washington Division of Securities, and our clients entrust us with managing assets totaling over $40 Million.
Our investment approach targets a level of downside risk and potential reward. We analyze your risk tolerance level and develop your personalized investment policy statement. You receive detailed quarterly reports that provide your rate of return compared against market benchmark indices. You can rest assured that with our investment management services your investments will be protected against downside risk while achieving market rate returns.