Imagine a world where wealth guidance was simple and straight forward.
Imagine a world where integrity and transparency in financial services were the rule rather than the exception.Learn More
Imagine a world where everyone had a financial coach that understood them just as well as their money.Learn More
Financial Planning Made Easy
Welcome to TrueWealth Financial Partners. We are a local team of fee-based financial planners located in Bellevue, WA. We run a practice rooted in trust, transparency, and doing the right thing no matter what. Our team does this by committing to a “Client Bill of Rights" and a disciplined planning and investment selection process that strives to make a real difference in the lives of our clients.Contact Us
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
It sounds simple, but paying yourself first can really pay off.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The market is as unpredictable as the weather. We’d love to help you prepare.
When should you take your Social Security benefit?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.