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  2. FREE Retirement Book

FREE Retirement Book

Levi Edgecombe and Don Coplin are contributing authors in the book: You’re In Control: Planning the Most Important Retirement in the World – Yours

Request your complimentary copy today!

From the Financial Thought-Leaders Series, You’re in Control shares educational and informative insights about how conventional wisdom may be holding you back from achieving the retirement you’ve always wanted for yourself. A collaboration from financial professionals around the country, this book shares with readers the real-life obstacles the authors have helped their clients to overcome. From taxes and investing to insurance and Social Security, this book provides the foundation to help you gain more control over your finances and retire with a greater level of confidence.

 Request your complimentary copy today! Don’t Wait!

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

315 39th Ave SW #5, Puyallup, WA 98373

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

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Don Coplin, Levi Edgecombe, Mike Smolko, and Drew Coplin 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, Donald Coplin, Mike Smolko, Drew Coplin 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:(Don: AZ;CA;CO;CT;FL;GA;ID;IL;MO;MT;NC;NH;NY;OK;OR;PA;TX;VA;WA) (Levi: AK;AZ;CA;CO;CT;FL;GA;ID;IL;MO;MT;NC;NH;NY;OK;OR;PA;TX;VA;WA) (Mike: OK;WA) (Drew: OK;WA). For investment advisory services these states include: (Don: AZ;CA;CO;CT;FL;ID;IL;MO;MT;NC;NH;OK;OR;PA;TX;VA;WA)  (Levi: AK;AZ;CA;CO;CT;FL;ID;IL;MO;MT;NC;NH;OK;OR;PA;TX;VA;WA) (Mike: AZ;CA;OK;WA) (Drew: 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

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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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