Financial Planning
Stapp Financial does not segregate financial
planning and investment management services.
Rather, we work with you on a comprehensive
approach to ensure your investments are tailored
to best accomplish your financial plan.
A thorough analysis of your financial situation
is performed which includes personal and investment
assets, liabilities, tax concerns, retirement
planning, insurance education funding, cash
flow and all other material components.
We provide you with our unique Wealth Management
Binder which contains detailed information
on your recommend tasks to accomplish, financial
goals and objectives, including your detailed
plan recommendations and projections.
We are members of the National Association
of Personal Financial Advisors (www.napfa.org)
and the American Institute of Certified Public
Accountants Financial Planning Section. |
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Investment
Management
Stapp Financial provides investment management
services tailored to your financial objectives.
We are registered as an investment advisor with
the State of Washington Division of Securities.
Our clients entrust us with managing assets totaling
over $20 Million.
Our Investment
Approach targets a level of downside
risk and potential award. We analyze your risk
tolerance level and develop your personalized
investment policy statement. You receive detailed
quarterly reports providing you with your rate
of return compared against market benchmark indices.
You can be assured with our investment management
services that your investments will be protected
against downside risk while achieving market
rate returns.
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Accounting & Taxes
As a CPA we perform financial statement services
in accordance with standards established by the
American Institute of Certified Public Accountants.
We provide a wide variety of closely held businesses
and individuals with tax preparation and planning
services. Many clients have looked to us for
financial advice for over twenty years.
 We
are members in good standing of the American
Institute of Certified Public Accountants, the
Washington Society of Certified Public Accountants
and the National Association of Tax Professionals.
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Prime Plus
Services
Prime Plus Services is a unique, customized
package of services designed to help you maintain
your lifestyle and financial independence.
As we mature, the relationship between financial
needs and lifestyle choices can become increasingly
complex. As your Prime Plus Services professional,
we can help you better see and understand “the
big picture,” so you can make your best
decisions in your retirement years.
What we can do for you…
- Analyzing and monitoring income and expenses
- Estate planning
- Retirement issues
- Structuring and funding trusts
- Long-term care
- Lifestyle considerations
- Evaluating key service providers
Integrity, expertise, accountability, confidentiality – they’re
all good reasons to count on us as your trusted
advisor. You can depend on us for accurate evaluations
and impartial advice. |
 QuickBooks Consulting
QuickBooks Accounting Software has grown to
be the most widely used small business accounting
software package in the world. We have been involved
with helping small business owners with this
package since it was first introduced as a DOS
version.
As a small business owner you need to have accurate
financial records to view how your business is
running. We can structure the software to enable
you to get the financial information you need.
We can also develop a profit plan that can be
monitored within the software to make sure your
cash flow stays positive.
 We
are a Certified QuickBooks ProAdvisor.
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© 2008 Stapp Financial 
