Why We’re Different
Washington State Long Term Care Trust Act Information
Washington State legislation recently added a forced LTC tax to high-income earners. To help spread the word, we've put together a brief presentation to help you understand what this means for you. View or download the presentation below! IWM LTC Info DeckDownload
Happy New Year!
Happy New Year from Inflection Wealth Management! See how we can help you reassess your financial goals and objectives and build confidence that YOUR best financial interests are supported as we embark upon a fresh new year!
2020 Elections
Election Day is right around the corner! This is considered by many to be an important Inflection Point. We'd love to share some great and informational context around elections and market impacts. We'd also love to help you through this- and other- Inflection Points....
Boeing VLO
Have you accepted the voluntary layoff offered by Boeing? Has this offer made you think a bit more about retirement? This Inflection Point is one of the most important financial decision of your life. We're here to help! The Inflection team is deeply experienced in...
Retirement Support
If you woke up this morning freshly retired or amidst and inflection point in life, give us a call to discuss planning the next steps! We specialize in investment advisory and financial planning for all of life's inflection points- planned or not! We'd love the...
