Financial Advisors
Tacoma, WA
Puget Sound Financial Strategies is a Tacoma-based financial advisory firm specializing in retirement planning and wealth management. Founded by Eric Lansford, the firm takes a comprehensive approach to helping clients develop thoughtful financial strategies tailored to their unique goals and circumstances. They focus on retirement income planning, risk management, long-term care strategies, and maximizing performance across all phases of retirement—from planning and accumulation through distribution and legacy planning.
Ideal for: Pre-retirees and retirees, individuals concerned about long-term care costs, those seeking comprehensive retirement income planning, high-net-worth individuals managing multiple income streams
Service area: Tacoma, WA and surrounding Puget Sound region
Three-Phase Retirement Planning: Puget Sound Financial Strategies uses a structured three-phase approach: discovery of goals and needs, strategy development to maximize performance and minimize risk, and implementation of income and long-term care strategies as retirement approaches.
Long-Term Care Expertise: The firm specializes in long-term care planning and provides resources to help clients understand costs, protect family members from financial burden, and develop protection strategies.
Personalized Consultation: The team takes time to understand each client's individual circumstances, values, and retirement vision rather than applying one-size-fits-all solutions.
Address: 4301 S Pine St Ste 363, Tacoma, WA 98409
Phone: (253) 238-0703
Website: psfstrategies.com
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