Fredericksburg Financial LLC was established in August of 2003 to offer comprehensive fee based financial planning/advisory services to individual clients and businesses in the Central and Northern Virginia Regions. As time passed we began to offer our services to clients all over the United States. We also offer our clients broad based investment advisory services and life insurance options.
In 2007 I relocated my firm and family to Washington State to be closer to family and to take advantage of educational programs for our oldest child with developmental disabilities. Fredericksburg Financial LLC operates as Tacoma Financial Strategies in Washington.
We are an independent financial services firm with no employment ties to major financial and insurance firms. We want the opportunity in striving to give our clients the best objective financial strategies possible to fit their needs, budget and circumstances in an educational and objective manner, always!
Insurance Licensed in states of Virginia and Washington.
Securities Licensed in Florida, Idaho, Michigan, Montana, Oregon, Virginia and Washington.