Fredericksburg Financial LLC

Financial Planning, Insurance and Investment Solutions

Welcome to my internet site!  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 achieve 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 make this one important commitment to each and every client.  I will always make recommendations based on the best interests of each client, not what is in my best interests.  I always try to share 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 meeting you!

 

David S. Tronson, President and Founder

 

Doing business in Washington State as Tacoma Financial Strategies, LLC.  Tacoma Financial Strategies LLC and Fredericksburg Financial LLC are divisions of DST Investment Holdings LLC, a company registered in the Commonwealth of Virginia.

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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