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.

What would happen to your loved ones if you were gone? Make financial preparations today.
06/10/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/08/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Some simple, inexpensive energy-saving tips that may help you save money.
06/05/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
06/03/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Your insurance needs don’t stay the same when the nest empties, but what changes?
06/01/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
05/29/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
05/27/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
05/25/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

There are ways to protect your business in the event of your death or the death of a partner.
05/22/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Address

11196 Sahalie Road
La Conner, WA
98257

Telephone

+18007657608

Website

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