Phone: (253) 848-2840

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  • The Journey

    “If you don’t know exactly where you’re going, how will you know when you get there?” 

     

    Steve Maraboli, Life, the Truth, and Being Free

     

  • Integrity

    "The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively."

     

    Bob Marley 

  • Team Work

    "Teamwork divides a task and multiplies the success."

     

    Author Unknown

  • Imagine

    "Life is art.
    Life is beautiful.
    Life is love.
    Life is all you can…
    Imagine."

     

    Author Unknown

  • Quality of Life

    "The greatest day in your life and mine is when we take responsibility for our attitudes. That’s the day we truly grow up."

     

    John C. Maxwell

Strategic Relationships

At Edgecombe and Coplin, we provide a network of strategic partners and relationships to help you with the other elements of your planning including legal, tax and accounting, health insurance, and senior housing.

Contact us today if you are interesting in connecting with the following resources.

The following professionals are independent and not affiliated with Edgecombe and Coplin or USA Financial Securities.

Attorneys

Gary Connett

Gary heads PPA Law Group, PLLC, and an affiliate company of Panagiotu Pension Advisors, Inc.  He has over 25 years of experience providing a broad range of business, real estate, legal and personal estate planning counsel to large corporations, family businesses and individual clients.

Gary is a 1980 graduate of Northwestern School of Law at Lewis and Clark College. He earned his B.A. in 1973 from Ohio State University.

Gary is a frequent speaker on topics of estate and tax planning.

Charles W. Dent

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Charles advises clients on a broad range of transactional matters, to help them select the best structure for doing business. He also assists clients in structuring, negotiating and documenting the terms of business arrangements necessary for the ongoing operation and expansion of their businesses. Charles has extensive experience in operating agreements, distribution agreements, employment agreements and shareholder agreements.

Charles believes in helping you efficiently and affordably. He doesn't charge for routine phone calls, and he doesn't charge to read or answer e-mails. He speaks English and not “legalese,” and always maintains a casual style and strives to provide practical advice and fair value in exchange for the fees that he charges.

Bob Pittman

Bob founded his practice in 1989 after many years as corporate general counsel in the Seattle area. Bob limits his practice to estate planning.

Bob has served on the Member Advisory Board of the National Network of Estate Planning Attorneys (2004-2010), as President of the Tacoma Estate Planning Council (2007-2008), and as President of the South Sound Chapter of the Society of Financial Service Professionals (2008-2009). Bob is a frequent speaker on estate planning issues and regularly works with individuals and families in developing their estate plans, using his Guidebook Planning Process. Bob is a graduate of the University Of Washington Law School and an advanced studies graduate of the Esperti Peterson Institute.

Bob Pittman originated and hosted Legal Line with Bob Pittman, a call-in legal advice radio talk show for CBS affiliate KIRO Radio in Seattle, Washington, for many years. For his work on the air, Bob received the Consumer and the Law Journalism Award from the Washington State Trial Lawyers Association, was honored by the Washington State Supreme Court in a special Court Resolution, and received the Excellence in Legal Journalism Award from the Washington State Bar Association. As an adjunct to his work on the air, Bob has founded Legal Line Educational Foundation to provide legal and financial education to the public.


C.P.A.'s

Alan Norwood

For tax preparation in Puyallup, Washington, you can count on Alan E. Norwood, C.P.A. at Alan E Norwood, C.P.A.. Alan E. Norwood, C.P.A. assists taxpayers and small businesses with taxes in Puyallup, Washington and the surrounding communities. Whether you are an individual or a local business in or around Puyallup, Washington, Alan E. Norwood, C.P.A. has years of valuable experience as an IRS registered tax preparer.

Gary Lynn Ward

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For years, Gary Lynn Ward, C.P.A., P.S. has been providing quality, personalized financial guidance to local individuals and businesses. His experience ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Gary Lynn Ward, C.P.A., P.S. is one of the leading firms in and throughout the area. By combining his knowledge, experience and the team mentality of his staff, he assures that every client receives the close analysis and attention they deserve. Their dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason their client base returns year after year.


Health Services

Robert L. May

Robert L May& Associates provides clear and concise guidance and understanding regarding group or individual health insurance plans, short term health insurance, international health insurance, and beyond.

If you find yourself in need of a quality life insurance plan, individual or group medical plan, long term care plan, or disability insurance; give Robert L May & Associates a call today!

Bob grew up in Puyallup and even graduated from our local Puyallup High School. He then proceeded to attend both WSU and University of Washington, graduating from UW with a degree in Forest Management.

After gaining 23 years of experience in the health insurance industry, Bob started his own company, naming it Robert L May & Associates Inc.

Now, offering his client’s 30 years of experience in the health insurance industry, Bob is proud to be one of the best in the business at helping clients reduce cost, and increase the quality of their coverage.

Choice Advisory Services

CHOICE is a senior housing & care referral agency helping seniors free of charge to know what housing and care options exist. CHOICE specializes in providing personalized referrals for senior housing, senior care, and in-home care services by matching your specific needs with the most suitable resources in your area. From the options that CHOICE defines for you, you can either have a CHOICE Housing & Care Advisor accompany you on your visits to these providers or you can contact them on your own. If it's in-home services you are needing, CHOICE can be there for the first meeting with the provider, too.

Working with CHOICE, you'll have the confidence that you have all the right information to make educated decisions. Whether you're choosing to remain in your own home with in-home services, move to a senior community or need financial advice, CHOICE is there to help.


Qualified Planned Services

Third Party Administrator: Tony Panagiotu

Tony is President of Panagiotu Pension Advisors, Inc., and leads the firm's Retirement Plan Division. Tony is an Attorney and CPA, and graduated from the University Of Puget Sound School Of Law in 1984 where he also earned his undergraduate degree in 1981. Tony focuses his expertise on creating customized retirement plans for clients ranging from small, closely held companies and professional practices to large NYSE companies.

Tony is a frequent lecturer and conducts annual professional seminars for CPAs, attorneys and clients on various topics related to retirement plan law and plan administration. He is also the 2012 recipient of the University of Washington, Milgard School of Business Small Business Leader of the Year award.

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