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What We Offer

Chart Your Retirment Plan with a Professional Retirement Planner

Planning Retirement

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.

Wealth management is all about planning, and this is never more true than planning for retirement. From pension decisions to future income strategies, from understanding your retirement goals to converting these into specific outcomes: Inflection Management will help you achieve balance and peace in the future with expert planning now. 

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

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Disability Income Insurance

Long-term Care Insurance

Retirement Planning Fundamentals:

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

Understanding Retirement Goals

Savings Amount

Required Minimum Distributions

Needs Analysis

Money Guide Pro

Monte Carlo Analysis

Social Security Planning

Pension Decisions

Retirement Income Strategies

Required Distribution Planning

Discover Retirement

Planning 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

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