Tacoma Financial Strategies (An Office of Fredericksburg Financial LLC)
I use an educational approach to comprehensive financial planning based on sound strategies and ideas. My goal is to help individuals, families and small businesses pursue their financial objectives through a disciplined philosophy. I believe that proper financial planning is a process, not pushing products.
As President of this firm, I believe it important to share these professional commitments to each and every client:
- I do not recommend products based on professional compensation
- I will always provide advice and recommendations that are in my clients' best interests and appropriate for their personal situations
- I will always be transparent in the commission or fee-based compensation that I receive for managing or selecting investments for client accounts
I have access to multitudes of investment and insurance products as an independent financial advisor, so I will always analyze the specific financial needs, goals and objectives of every client individually, as well as sharing strategies and solutions that have been the cornerstones of my own personal financial planning over the years.
Thank you for your interest and look forward to speaking with you!
David S. Tronson, President and Founder
Fredericksburg Financial LLC is a company registered in the Commonwealth of Virginia and Washington State. Tacoma Financial Strategies is a registered trade name in Washington State.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
For many, retirement includes contributing their time and talents to an organization in need.
As our nation ages, many Americans are turning their attention to caring for aging parents.
An inside look at how marginal income tax brackets work.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.
Here is a quick history of the Federal Reserve and an overview of what it does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.