Commencement Financial Planning, LLC 6521 Flanegan Road West, Lakewood, WA 98499

Commencement Financial Planning, LLC is a finance institution located at 6521 Flanegan Road West, Lakewood, Washington, United States. They specialize in serving individuals and families in and around Tacoma, Washington, offering comprehensive and personalized financial plans tailored to each client's unique goals and resources.

Their low-cost and prudent investment portfolios are backed by real data and a sound academic approach. They also provide tax-efficient portfolios, wealth transfer structures, and philanthropic strategies, as well as expert estate and wealth transfer consulting integrated into each client's plan.

With nearly 30 years of experience in portfolio management, tax planning, estate planning, risk analysis, accounting, and trust administration, clients benefit from a thoughtful and reasoned approach to improving tax efficiency and ensuring proper alignment with estate planning goals.

Commencement Financial Planning, LLC is an independent comprehensive fee-only fiduciary, committed to providing objective and integrity-driven financial advice. They offer a complimentary "Get Acquainted" meeting to discuss their services and determine if they are the right fit for potential clients.

The institution uses Charles Schwab & Co., Inc. as the primary qualified custodian and broker/dealer for client assets, and works with preferred asset managers like Dimensional Fund Advisors, Vanguard, and Schwab. They are a member of The National Association of Personal Financial Advisors (NAPFA), the leading professional association of Fee-Only financial advisors.

Please note that Commencement Financial Planning LLC is a Registered Investment Advisor in the State of Washington, and may not transact business in states where it is not appropriately registered or exempted. Individualized responses involving securities transactions or personalized investment advice for compensation will not be made without proper registration or exemption.