Dick Harsin

Dick Harsin specializes in tax strategy, investment management, IRA distributions, divorce financial planning, and retirement and estate planning, He can provide the guidance and plan to successfully handle all areas of your financial life.

Dick has been providing wealth management advice and services for more than 40 years. He helps 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.

He believes 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.

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

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.