David Stolz, CPA/PFS, CFP®
CEO, Stolz and Associates, PS

Initially I enrolled in college as a music major, however I kept gravitating to business classes. Somehow, they made sense to me (and honestly, I wasn't that good at music). I ended up graduating with a business and accounting degree and being a partner in a CPA firm. When my dad passed away suddenly, I began looking at things differently. I found myself talking with people about their plans. How long were they going to work? How much money did they think they would need? That eventually took me to starting a new firm that focused on financial planning, where my CPA background proved to be extremely valuable. I love having conversations with people about their financial plans. Of course, having a financial plan is not the end itself, it is the means to and end, but having the plan can help people to relax and enjoy the things that are important.

Phone: 253.272.3441 E-mail: Website: LinkedIn:

Stretch Your Retirement Savings with Multi-Year Tax Planning

Stretch Your Retirement Savings with Multi-Year Tax Planning

The years approaching retirement are rich with opportunities for those who can carefully fill their income "buckets" to just the right level.
October 2, 2019