A Fee-Only Fiduciary Financial Advisor in Bellevue WA

No Annuities. No Commissions. No Nonsense.

Real Client Reviews

True Feedback. No Scripts.

Most Advisors Only Talk Investments

We cover all six areas of financial planning

  • Investment Planning

    We consider your Asset Allocation Efficiency, Risk Profile, Cost Structure, and planned distributions for assets like:

    401(k)’s, Traditional IRA’s, Roth’s, 529’s, Deferred Comp, ESPP’s, RSU’s, Stock Options, Concentrated Equity Holdings, and more.

  • Tax Planning

    Many CPAs focus on accounting for last year. We focus on the reduction of future taxes.

    Strategies include Tax-Loss Harvesting, Roth Conversions, Capital Gains Tax Exemptions, Asset Location, Tax Arbitrage, Deferred Compensation, and more.

  • Retirement Planning

    Investment Risk, Bucketing Strategies, Pension Choices, Social Security Optimization, Healthcare Costs, Inflation, Investment Taxes,

    Our goal is to bring all the pieces together into a clear actionable strategy that takes the stress out of retiring.

  • Estate Planning

    Wills, Trusts, Succession Planning, Asset Ownership, Special Needs Trusts, Estate Liquidity, and Philanthropy are considered.

  • Financial Positioning

    Stress test your Cash Reserve Levels, Debt Management, Future Cashflow, and Retirement Income.

  • Protection Planning

    Consider what-ifs in your plan like Long-Term Care, Early Death of a Spouse, Medical Expenses, and Workplace Coverage.

Our Most Common Questions & Answers

How to Get Started

  • 15-Minute Intro Call with Glenn Rossman

    We’ll keep it casual and get to know each other.

    Let’s see if we might want to work together.

  • Demo

    Full demo of what a relationship with us might look like.

    Sleep on it to see whether we might be right for you.

  • Get Your Finances Perfectly Organized

    Let’s get your financial life neat, organized, and optimized!

    Each and every client gets their own tailor-made strategy over 6 meetings.

  • Implementation and Support

    We don’t just hand you a report.

    We help implement the advice and keep you on track with ongoing support.

A Fee-Only Fiduciary Advisor and Financial Advisor in Bellevue WA. Most financial advisors only talk investments. We cover all six areas of financial planning. Bellevue Wa Financial Advisors | Fiduciary Advisor Bellevue WA

Invest as if the worst could be right around the corner, but the best is yet to come.

— Glenn Rossman

Schedule a 15-Minute Call With Us

Have a Question?

We find the easiest way to get answers is to schedule a 15-minute Intro Call with us, but if it’s just a quick question ask here!