"Probably the most important thing you could know about my practice is the high level of professional dedication I bring to helping my clients reach their goals. This is reflected through a quality of prudent expertise, delivered with caring and respect for the unique circumstances and qualities of each person I work with.

If that sounds like the kind of financial advisor you’d like to have, I encourage you to reach out and open a dialog with me. I can be reached directly at 425-605-9533, or via email at: todd@kmsadvisor.com."

                                          - Todd Schliiter, CFP® 




      Featured in SEATTLE magazine
      as a FIVE STAR Wealth Manager!
the latest

Investment Tax Tip for 2010: Is this the year to convert one or more of your traditional IRAs into Roths? If you have the cash to pay the tax, you can avoid paying tax on the potential compounded growth that accumulates between now and retirement. More >

Another Roth Opportunity: Does your employer have a Roth component in their 401(k)? Did you know that the Income Phase-Out for individual Roth IRAs doesn't apply to Roth 401(k)s? Many high income investors don't realize this, and are missing out on a golden opportunity. More >
 
   

Copyright © 2010 Todd Schliiter, CFP. All Rights Reserved. All logos copyright their respective owners.
Registered Investment Advisory services offered through KMS Financial Services, Inc., and available only to residents of Washington.
Securities brokerage offered through KMS Financial Services, Inc., and available only to residents of Washington, California and Virginia.
Licensed through FINRA and the SEC.