CALL US TODAY! (425) 215-1000                  My Thrivent LOGIN  |  Fidelity LOGIN

What We Offer

401K Rollover, Planning Retirement, Asset Allocation & Account Management

Account and Financial Management

There are many inflection points in life—career changes, promotions, major purchases like a first home, unpredictable market shifts, unplanned emergencies, memorable milestones, and the first day of retirement, to name a few.

At Inflection Wealth Management, we believe in preparing for and helping our clients during these inflection points.

Whatever it may be – retirement planning, saving for your future, estate planning, long term care preparation and asset allocation – Inflection Wealth Management will set you up with an account, provide digital tools for monitoring, and develop solutions to address specific product needs.

Inflection Wealth Management Products and Solutions Include:

Retirement Income Planning

Fee-based Financial Planning

Managed Account Services

Charitable Giving Solutions

Business Owner Solutions

Education Funding Options

Traditional IRAs and Roth IRAs

Mutual Funds and ETFs

Fixed and Variable Annuities

Life Insurance

N

Disability Income Insurance

Long-term Care Insurance

Account Planning Fundamentals:

How you plan is a roadmap to managing your money for and through life’s Inflection Points.

Long Term Care Insurance:

Cover the costs of care for a chronic medical condition and protect your savings and assets by acquiring longer term care insurance.

Disability Income Insurance:

Secure income during unexpected events, accidents, and disabilities. With DI Insurance, you will earn up to 45% – 65% of your insured gross income on a tax-free basis.

Retirement Planning:

How much money do you need to retire? Let’s talk about your retirement goals and financial outlook to help you figure out retirement.

Stock Option Review:

Manage your investments in such a way that you can meet your needs today, while also putting yourself in a position to live how you want later.

Estate Planning:

Organize your records, correct titles and beneficiary designations, plan asset allocation, and map out the future of your estate.

401k Rollovers:

Is a 401k rollover right for you? Let’s talk about fees, the rules of your 401k plan, and compare your 401k investments with an IRA.

Discover Account Management Services:

Here’s what you can expect when you work with us:
  • Help develop solutions to address specific product needs
  • New account setup and monitoring
  • Administration of client account
  • Product review as needed
  • Help protect your future with life, disability income, and long term care insurance

Why we’re different

Contact Us

Our Location

Inflection Wealth Management
(425) 215-1000

15117 Main St Ste 207A
Mill Creek, WA 98012-9035