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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
View all articles 
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Saving for College 101
Here’s a crash course on saving for college.