Harsin Wealth Management, Inc.
Harsin Wealth Management offers the specialized advice you need to effectively plan your IRA distributions, divorce finances and retirement needs—so you can focus on living your best life. Our expertise is based in decades in the financial services industry, and we have both CPA and CFP designations to back up our advice.
The financial planning expertise you need. The individual focus you want. An award-winning firm, Harsin Wealth Management has been providing wealth management advice and services for more than 20 years. We specialize in helping our clients plan for life’s major events, like retirement, as well as tough situations, like divorce. Today’s financial environment is more complex than ever. Knowing you have a thorough plan that fits your lifestyle, goals and dreams can make life more fulfilling—and you’ll also sleep better at night. At Harsin Wealth Management, we believe that comprehensive financial planning is the ideal approach, because each decision affects another. How you maximize Social Security benefits can set the stage for future tax strategies. Your IRA distributions can impact your tax situation, as well as that of your spouse and beneficiaries. And careful retirement planning can ensure you get the lifestyle you’re working so hard to achieve. With our expertise in tax strategy and investment management, IRA distributions, divorce financial planning, and retirement and estate planning, we can provide the guidance and plan to successfully handle all areas of your financial life. Plus, because most investment managers are not qualified or permitted to give tax advice, they would refer you to a CPA for decisions involving Roth IRA conversions, capital gains harvesting and other tax-related matters. Dick Harsin is a CPA, so we can offer the added benefit of his extensive training, expertise and ability to advise you on your entire financial picture. Awards and Recognition Women’s Choice Award Harsin Wealth Management was recently recognized in USA Today, as one of 100 financial planning firms across the nation—and the only in Washington State—to receive the Women’s Choice Award. Five Star Award Dick Harsin and Ned Abenroth have received the Five Star Award for financial services firms for many years, and have been recognized in Seattle Magazine.
Address: 7231 196th Street SW, Suite B, Lynnwood, WA 98036 USA
Phone: +1 425 774 9477
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