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  2. Our Services
  3. Individual Clients

Individual Clients

Service. It’s what differentiates us from the group down the street. The confidence that our clients place in us is something we take very seriously. We consider it a privilege to provide a broad range of services to meet our clients varying needs. We understand that your goals and dreams can’t be reached with a cookie-cutter approach. Our services are uniquely tailored to address your specific concerns.

  • Independent, Objective Portfolio Analysis
  • Asset Allocation Review
  • Long Term Care Cost Benefit Analysis
  • Estate Tax Reduction & Financial Legacy Review
  • Beneficiary Review
  • Asset-Cycle Portfolio System® Retirement Income Roadmap
  • Income Tax Reduction Analysis
  • Social Security Maximization Analysis
  • Pension Maximization Analysis
  • Income Replacement Needs Assessment
  • Multi-Generational Qualified Disbursement Review
  • Roth IRA Conversion Report & Analysis
  • In-Force Life Insurance Audit

Your specific circumstances will determine the potential need for the services listed above, as well as the possibility for additional planning solutions.

Our Services

  • Individual Clients
  • Strategic Relationships

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone:  (253) 848-2840
Toll Free: (800) 223-8945
Fax: (253) 848-0207
Email: info@tahomaadvisory.com

424 29th St NE Suite E, Puyallup, WA 98372

Office Hours:
Monday-Thursday: 8:00am-4:00pm
Friday: 8:00am-2:00pm

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Levi Edgecombe and Mike Smolko, are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org  A Registered Investment Adviser Located at 6020 E. Fulton St., Ada, MI 49301. Tahoma Advisory Group is not affiliated with USA Financial Securities.

Levi Edgecombe, Mike Smolko, are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Levi: AK;AZ;CA;CO;CT;FL;GA;ID;IL;MO;MT;NC;NH;NY;OK;OR;PA;TX;VA;WA) (Mike: OK;WA) . For investment advisory services these states include: (Levi: AK;AZ;CA;CO;CT;FL;ID;IL;MO;MT;NC;NH;OK;OR;PA;TX;VA;WA) (Mike: AZ;CA;OK;WA) . Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation

© Copyright 2014 Edgecombe & Coplin Wealth Strategies, LLC. All rights reserved/

Status as a member of the H.S. Dent Advisor Network does not imply a certain level of skill or training.

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