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Vault Insurance & Investments We are an investment advisory firm and insurance brokerage. Let us help you plan for tomorrow. Today. Prior performance is no guarantee of future results.

Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Vault Insurance & Investments are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. All investments involve the risk of potential investment losses as well as the potential for investment gains. For a complete description of investment risks, fees, and services review the Brookstone Capital Management firm brochure (ADV Part 2) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management. Vault Insurance & Investments is not affiliated with or endorsed by the Social Security Administration or any other government agency.Please consult a licensed professional for tax and legal advice, neither Vault Insurance & Investments nor its agents engage in tax or legal advice.Membership to the SmartVester Pro program was granted on January 31, 2023. The SmartVestor program is a directory of investment professionals. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals must have at least two years of experience as a registered investing professional and pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with or endorsed by Brookstone.The CBDA (certified in blockchain and digital assets) was given on May 11, 2024, by the Digital Assets Council of Financial Professionals. Receipt of such is based upon completing education requirements to receive the advanced certificate of achievement covering the period from May 11, 2024, through May 11, 2026. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

10/16/2026

Retirement Readiness Checklist: 5 Steps to Prepare for the Next Chapter

Retirement readiness isn’t just about how much you’ve saved...it’s about how you want to live.

In this conversation, Matthew Burklund with Vault Insurance & Investments and Erin Kennedy break down a simple, 5-step checklist to help you prepare for your next chapter:

✔️ Define what retirement actually looks like for you
✔️ Take stock of your financial and personal assets
✔️ Prioritize your health (it affects more than you think)
✔️ Build a realistic retirement budget
✔️ Decide when to claim Social Security

The earlier you start planning, the more freedom you have to actually achieve your goals.

If you'd like to talk with Matt to start building a retirement plan that aligns with your life, not just your balance sheet, feel free to give him a call at 425-256-3105 or visit www.ChooseVault.com

There are four basic steps to calculating the value of an estate.
10/14/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Is there a role for both active and passive investments in your portfolio?
10/12/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
10/09/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
10/07/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
10/05/2026

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.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
10/02/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

10/01/2026

🔍 Should you surrender or replace that old annuity?

What worked for your retirement plan years ago might not be the best fit today. And making the wrong move could cost you. ⚠️

In this interview, Matthew Burklund with Vault Insurance & Investments and Erin Kennedy break down:

✔️ The difference between surrendering vs. replacing an annuity
✔️ When it actually makes sense to consider a change
✔️ Common (and costly) mistakes to avoid
✔️ Tips to make the process smooth and efficient
✔️ Where to start if you’re feeling unsure

💡 The key? Don’t make a move without understanding the full picture.

If you'd like to talk through whether surrendering or replacing an annuity makes sense, or if you'd like a second opinion, please give Matt a call at 425-256-3105 or visit www.ChooseVault.com

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/30/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Valuation is important for business succession, estate taxes and even qualifying for a loan.
09/28/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Address

16400 Southcenter PKWY
Tukwila, WA
98188

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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