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.
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.
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.
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 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!
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.
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…
A good rebalancing discipline sets intelligent tolerance bands to notify you when the portfolio needs to be rebalanced. We believe it’s important to monitor each investment in a portfolio on a daily basis so we know when it gets out of balance and can take action to put things right again.
This is a great question. And it’s something a lot of people are wondering about these days. With our country printing literally trillions of dollars in 2020, inflation is going to be a real concern in the coming years…
I’m struck more and more by the importance of the right mindset in the tasks we set for ourselves. So often, we don’t achieve the things we want simply because we’ve gotten in our own way…
