The financial planning you need. The individual focus you want.
Harsin Wealth has been providing wealth management advice and services for more than 20 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 was recently recognized in USA Today, as one of 100 financial planning advisors across the nation—and the only in Washington State—to receive the Women’s Choice Award in 2015, 2016 and 2017.
Five Star Award
Dick Harsin and Ned Abenroth have both received the Five Star Award for financial services firms for 2011, 2012, and 2013 and have been recognized in Seattle Magazine.
* 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.
* Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data. Five Star award recipients were nominated by either their broker/dealer or peers or were pre-qualified.
They satisfied objective eligibility and evaluation criteria associated with providing quality services to clients. The criteria includes: active credentialed financial professional for a minimum of five years, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepting new clients, one year and five year client retention rates, client assets administered, number of client households, education and professional designations.
A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, had more than a total of three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process, individually contributed to a financial settlement of a customer complaint, filed for personal bankruptcy, been convicted of a felony.
No fee is paid to be included in the research or on the final list. The award is not indicative of the wealth manager’s future performance. For more information please visit www.fivestarprofessional.com.