Taxes

• Tax Planning
  One of the best gifts you can leave your loved ones is a well-organized estate plan. We can help you create an intentional plan that includes wills, ownership and beneficiary designation, and wealth transfer and estate tax planning.
• Estate Taxes
• Tax Services
  Krista holds an M.S. in Personal Financial Planning from Kansas State University and a B.A. in Business and Economics from Wilson College. Before joining SoundView, Krista worked extensively within the military community in various roles within the Financial Counseling and Planning fields: supporting single service members, families, veterans, and retirees. She also has experience in tax preparation and nonprofit finance.
• Income Tax

Investment

• Investment Management
• Mutual Funds
  Corporate stocks, mutual funds, employee benefit programs: we can help manage them all. We’ll look at the big picture and assess, allocate, and adjust, so you stay on track for your goals.
• Wealth Management
  SoundView Advisors is a Pacific Northwest wealth management firm that partners with clients to manage their finances and reach their goals. Solid financial planning takes a combination of industry experience, strategic planning, and a deep understanding of personal goals. That’s why we take on a limited number of clients and are committed to providing them with quality ongoing care. Our services are fee-only, which means our client’s best interest is always top priority. And because we’re local, we can help navigate the benefit packages of many Pacific Northwest companies.

Accounting

• Accounting Services

Planning

• Financial Planning
  With a diverse business background that includes sales, non-profits, consulting, and even architectural signage, Kevin was drawn to the world of personal financial planning as a recipient of the service. After a sudden personal tragedy, he experienced first-hand the value of having a thoughtful financial plan and an advisor who truly cares for his client’s future. These experiences led him to pursue the profession. In 2007, Kevin and a trusted colleague founded SoundView Advisors, with a goal to provide clients with thoughtful, comprehensive financial planning that ensures peace of mind.
• Retirement Planning
  Savings and retirement planning are just the beginning. Do you need practical help with related issues like life insurance, education, estate planning, and major purchases? Our service goes beyond recommendations. We collaborate with other professionals to simplify the process, remove barriers, and ensure that these important matters are addressed.
• Long Term Care
  It’s about protection. Home, auto, liability, disability, life, long-term care: we can help you navigate the offerings and choose the coverage and policies that meet your needs.
• College Funding