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."
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Good employee health can be great for the company’s bottom line.
The federal government requires deceased individuals to file a final income tax return.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Do you know where the idea of “retirement” comes from?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know how to set up your financial goals for success? This knight does.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?