The financial planning you need. The individual focus you want.
Harsin Wealth has been providing wealth management advice and services for more than 30 years. We help our clients plan for life’s major events, like retirement, as well as tough situations, like divorce.
Today’s financial environment is more complex than ever. Knowing you have a thorough plan that fits your lifestyle, goals and dreams can make life more fulfilling.
We believe that comprehensive financial planning is the ideal approach, because each decision affects another. How you maximize Social Security benefits can set the stage for future tax strategies. Your IRA distributions can impact your tax situation, as well as that of your spouse and beneficiaries. And careful retirement planning can ensure you get the lifestyle you’re working so hard to achieve.
With our experience in tax strategy and investment management, IRA distributions, divorce financial planning, and retirement and estate planning, we can provide the guidance and plan to successfully handle all areas of your financial life.
Plus, because most investment managers are not qualified or permitted to give tax advice, they would refer you to a CPA for decisions involving Roth IRA conversions, capital gains harvesting and other tax-related matters. Dick Harsin is a CPA, so we can offer the added benefit of his extensive training, experience and ability to advise you on your entire financial picture.
Awards and Recognition
Women’s Choice Award
Dick Harsin has been recently recognized in USA Today, as one of 100 financial planning advisors across the nation – and the only one in Washington State – to receive the Women’s Choice Award consecutively from 2015 – 2022.
* The Women’s Choice Award® by Women Certified Inc. is a recognition award for advisors who provide quality service to their female clients.
The Women’s Choice Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors.
Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey. For more information please visit www.womenschoiceaward.com.