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Address:

10500 NE 8th Street, Suite 1600
Bellevue, WA 98004

One SW Columbia, Suite 1550

Portland, OR 97258

Phone:

Bellevue (206) 728-2400 , Portland (503) 222-9471

S. Paul Webb

S. Paul Webb

Retirement Planning Specialist

At Retirement Group

The partners at Cascade Wealth Strategies pull from over 60 years of combined financial services experience to provide professional advice on a wide variety of financial topics. Our clients have access to all partners/financial professionals that know your situation and can collaborate on your specific needs.

I work with high-earning families with a focus on Microsoft Directors through executives and partner level engineers. We direct our planning around maximizing employer programs and reducing our clients' tax burden. Having a full understanding of the Microsoft compensation and wealth accumulation tools adds immediate value to our Microsoft clients, as we help you navigate how to participate and maximize these benefits.

Expect to partner with me to take a holistic look at how your current accounts are positioned, discuss future flows into financial instruments, and determine if there are areas you are not taking advantage of.

The three main areas I will help add value include:

1. Managing Assets- is your portfolio built to maximize returns, limit volatility, and be optimized for tax efficient growth?
2. Risk management- where are you exposed, and what programs make sense to consider limiting your exposure?
3. Financial planning- you are doing a lot of good things, but do you know where that will get you? We can show you how you are tracking towards goals and what needs to be done to achieve these goals.

Specialties: Microsoft, Retirement Planning, High Income families, Tax-Efficient Investments, Amazon, 401K/ IRA, Variable Life insurance, LTC, Investment strategies, Asset Management, Diversifying retirement assets

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 206-956-6294
Fax 206-956-6202
Mobile Phone 425-466-3529
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