The Best Tax planning legal services in University Place, Washington

Ryan Doherty - State Farm Insurance Agent is an insurance agency located at 5202 100th Street Southwest, Lakewood, Washington, United States. During business hours, customers can contact the agency for quotes on car insurance, home insurance, and life insurance. The agency, led by Ryan Doherty and his experienced team, focuses on helping customers manage the risks of everyday life by providing top-notch insurance and financial products from a trusted industry leader. Ryan Doherty, a proud resident of Mill Creek, Washington, is committed to serving the local community and providing personalized insurance options to meet the unique needs of each customer. The agency specializes in auto, home, business, life, and health insurance, as well as earthquake insurance. They also offer insurance for summertime activities such as motorcycles, boats, recreational vehicles, and campers.

Mickelson Wealth Management, located at 2518 Bridgeport Way West in University Place, Washington, is a finance institution dedicated to helping individuals plan for a comfortable and well-positioned retirement. Whether you are nearing retirement or already retired, our team can create tax-smart retirement plans tailored to your specific needs and goals. We utilize tax-efficient strategies to help you save, invest, and distribute your retirement assets for your golden years. As a Certified Financial Planner™, Erik Mickelson is committed to always putting clients' interests first. Our investment services are structured to align with your goals, timeframe, and risk tolerance, creating customized, well-diversified, and tax-efficient portfolios. We aim to reduce unnecessary costs and taxes while allowing you to capture your fair share of the market's returns.