FINANCIAL ADVISOR KENNYDALE

A family enjoys outdoor activities together. TrueWealth Financial Partners is a financial advisor in Issaquah, ready to help you achieve your greatest adventure yet - retirement!

Retirement: Your greatest adventure awaits.

Let’s Get You Ready!

The next chapter of your life should be one of adventure, not financial anxiety. Stop worrying and start living with a coach that puts your needs first.

Meet Us

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Work with a fee-only fiduciary financial advisor that serves Kennydale, WA.

No Annuities. No Commissions. No Worries.

Kennydale Financial Advisors

From Career to Carefree: Kennydale, WA residents deserve a retirement journey that's exciting, not stressful. Your retirement vision comes to life with trusted local guidance.

For Kennydale retirees, we cover all SIX areas of financial planning:

✓ INVESTMENT PLANNING

✓ RETIREMENT PLANNING

✓ FINANCIAL POSITIONING

✓ TAX PLANNING

✓ ESTATE PLANNING

✓ PROTECTION PLANNING

When your paychecks stop, the stakes are high

We understand the unique challenges retirees face. When you’re young and still working you can recover from a mistake. You don’t get a “do-over” with retirement planning.

When you have a financial coach on your side, the feeling of “what could I be missing?” can finally slip away and your retirement adventure can begin!

Retire with a smile, not a spreadsheet

With our help, Kennydale residents wave goodbye to uncertainty and welcome a well-planned future. Our clients don't just secure their finances - they secure their peace of mind, enjoying every moment of retirement without a second thought about money.

Real Client Reviews

True Feedback. No Scripts.

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Glenn Rossman, a financial advisor in Kennydale, WA, works with his team at TrueWealth Financial Partners.

Your roadmap to a stress-free retirement in Kennydale, WA

Retirement is too important to leave to chance. At TrueWealth, we don't sell products. We don't use annuities or charge commissions. We offer real solutions tailored to you. As your fee-only fiduciary financial advisor, we are 100% focused on your future here on the island. No nonsense. No fine print. Just a customized plan to help you live your best Kennydale life.

Most Advisors Only Talk Investments

We cover all six areas of financial planning services in Kennydale.

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.