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Why We’re Different

Sudden *Time Bomb* Retirement Decisions?

Sudden *Time Bomb* Retirement Decisions?

Friends in Washington, one of the (many) consequences of the pandemic is that many folks are facing early retirement decisions. How should they approach those “right now” choices? This FREE guide dives into the 20+ decisions that could affect the rest of their lives. Overwhelmed and need personal advice now? Call 425.215.1000 to get your questions answered in a complimentary 1-on-1 phone appointment.

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Is $1M Still a Good Retirement Goal

Is $1M Still a Good Retirement Goal

Is $1 million still enough to retire on? It depends! Check out how far a cool million could go in each state in this month’s Visual Insights Newsletter. Click to learn more!

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Washington State Long Term Care Trust Act Information

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 Deck (1) Download

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Happy New Year!

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!

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2020 Elections

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. Reach out to us today!

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Boeing VLO

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 Boeing Retirements- voluntary or not! Let us help you with, and through, this major Inflection Point in your life! Contact us today! 425.215.1000 https://www.inflectionwealthmanagement.com/contact/

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Retirement Support

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 opportunity to demonstrate how we'd value and support you!  

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