Tony Soans, EA, CSA

Tony Soans, EA, CSA Wealth Manager and Investment Advisor. IRA rollover specialist. Tony takes a holistic approach to assisting clients with their finances.

Specialties - Wealth Management, Financial Planning, Investment Advisor, Income Tax planning, preparation and representation before the Internal Revenue Service. His goal is to assist both Individuals and Businesses with their financial growth. Stocks, Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Variable Annuities, Life Insurance, Investment Advisory Services.

A home warranty may make sense, but you need to set proper expectations.
09/09/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Do you need umbrella insurance? Find out more.
09/07/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Many have heard they should avoid probate; do you understand what probate is and how it works?
09/04/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Children with special needs may need ongoing help after their parents are gone.
09/02/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
08/31/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
08/28/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
08/26/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
08/24/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/21/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
08/19/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Address

11196 Sahalie Road
La Conner, WA
98257

Telephone

+18007657608

Website

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