Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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.
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Helpful Content
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
View all articles 
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.