Proficient retirement planning services for business

We provide a wide range of retirement planning services.

Whether you’re in the early stages of retirement planning or nearing your golden year, we are here to guide you to and through your retirement years.

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We’ll Help Build the Right Retirement Strategy for You by providing:

Analysis of your current and future income needs
Recommendation of the best allocation for your employer retirement accounts now, and the best distribution strategy for the future
A review to determine whether you should consider converting to a Roth IRA
A detailed plan to maximize your Social Security benefits
Regular reviews to evaluate and update your plan
Guidance on minimizing your tax liability

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Highly Experienced

Retirement planning, estates, taxes, & more

Expert team

Highly knowledgeable & professional

Passionate

A true passion for helping people

Leader in the market

Visionaries & industry leaders

Advisory services offered through REAP Financial Group, LLC, an SEC registered investment advisor (CRD No. 144560). REAP Financial Group, LLC’s Form ADV Part 2A and Form ADV Part 3 are available free of charge at https://adviserinfo.sec.gov/. Seattle Fiduciary Advisors is a trade name used exclusively for marketing purposes, is independently owned and operated, is not a registered investment advisor, and is not affiliated with REAP Financial Group, LLC. Insurance products are offered only by properly licensed individuals and are not offered through REAP Financial Group, LLC. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract. This material includes links to independent, third-party websites that are not affiliated with or controlled by REAP Financial Group, LLC or Seattle Fiduciary Advisors. When you follow a link to one of these sites, neither REAP Financial Group, LLC nor Seattle Fiduciary Advisors warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.