Sarah Foley, Financial Advisor with Foley Financial Group

What is a financial advisor and how can I help you?

A financial advisor is someone who helps bring clarity and direction to your financial life. From retirement accounts and investments to protecting your income and planning for the future, my role is to help you make confident, informed decisions.

I work with you to understand your goals, organize your finances, and create a strategy that supports where you want to go. Whether you are just getting started, have old accounts to review, or want a second opinion, I am here as a resource and a partner along the way.

If you have ever wondered if you are on the right track, I would be happy to connect!

If you live in Washington, it is important to understand that our state has its own estate tax. Unlike many other states, Washington imposes an estate tax on estates that exceed the state exemption amount, which can create a significant tax burden for families.

Without proper preparation, heirs may be forced to sell real estate, investments, or family owned businesses to cover the tax bill.

Life insurance can be a powerful tool to help mitigate this risk. When structured properly, it can provide liquidity at death to help cover estate taxes, preserve assets, and protect what you have worked so hard to build.

Please note, estate planning involves important legal considerations. Be sure to consult with a qualified estate planning attorney regarding the legal aspects of your situation.