I find the entire staff consistently responsive. This is significant for me. Once I recognize I need information, it is helpful to receive that information quickly.
Tumwater has helped my family think about our financial future– but in a uniquely holistic way. I really value being able to ask for Ben’s advice on any financial topic, be it immediately related to our investment planning or not. Ben sees and understands how the big picture impacts the tactical decisions he helps you make.
Tumwater has given me a place to have my money managed, to allow the money to work for us, thereby increasing in value every day. Tumwater invests the money into funds that grow, watches those funds to stay [diversified]. You hire a Financial Advisor to focus on increasing the value of your saved money. This allows you to focus on your own profession to succeed. The money invested then grows and is there for life’s big bills, college for youngsters, retirement, etc.
My first contact with Ben occurred when he was the Financial Advisor for my former employer… The first one-on-one meeting we held to discuss my financial future was a total wakeup call (Yes, there were tears). He laid out an honest appraisal of my current financial situation and what I needed to do differently to move positively toward a reasonably comfortable retirement. I took his sound advice to heart. Last year, I was unexpectedly laid off and that led to my decision to retire at the age of 70. I reached out to Ben and he immediately set up a time to talk about the best options for my 401K. A plan to roll the funds into an IRA was set in place and implemented by Ben and his co worker, Jackson. I am confident that Ben has my best interest at heart. Communication is never an issue—I always know I will receive honest, appropriate guidance.
Tumwater has been a great resource for financial planning for my future and eventually my retirement. I’ve worked with Ben to find the right balance of investments that suit my long-term saving goals. I also have appreciated Ben’s help with other savings goals, whether it’s regarding an emergency savings fund, or saving for a specific purchase. He is always willing to answer my questions and explain the rationale behind investment moves. He also reviewed my 401(k) plan which was very helpful!
They have helped me feel safe with my financial future and provided me a valuable resource to come to with any questions about financial decisions and planning.
How to Build Real Wealth (and Why That Path Can Be a Difficult Journey)
If you want to know how to build real wealth, the first thing to realize is, it doesn’t happen by accident. You have to be intentional. You have to decide it matters to you and commit to making the decisions and taking the steps necessary to get there.
Why Building a Nest Egg You Won’t Outlive Is One of the Best Things You Can Do in Life
In working with my clients — and through my own planning over the last few years — I’ve noticed a few distinct benefits to thinking about money and wealth management from a multi-generational perspective.
Life Without a Financial Plan: Why Financial Planning Is Important
Human beings are hardwired to be bad investors. Most people hate losing money about twice as much as they enjoy making it. It’s exactly that kind of irrational, emotional approach to money that can lead us to make terrible investment decisions at exactly the wrong time, with massive consequences.
These days, the arch of technological progress has allowed us all to be impatient at almost every level. Instant streaming services, social network access, Amazon’s next day delivery, and the nearly instant spread of information makes the human mind expect immediacy in almost every area of life…