Proudly Serving Our Clients In The Greater Seattle Area Since 1985

In today’s challenging economic climate you deserve relevant, competent and independent advice from a qualified investment professional. At U.S. Capital Strategies, Inc. we know how to help navigate your financial future successfully.

You've worked hard to build your wealth.  Many of our clients come to us fully capable of making their own investment decisions, but have gotten to a point where either their portfolio is too large, or they simply don't have the time needed to keep up with today's rapidly changing conditions.  We help our clients get their valuable time back so they can attend to other important matters in their lives.

Led by Tim McFall, our knowledgeable professionals offer a broad range of personalized services delivered in a friendly, comfortable atmosphere.  We strive to make our clients feel confident that we are actively engaged in helping them to protect and grow their retirement funds.  We also help you to pay less in taxes.

U.S. Capital Strategies, Inc. specializes in:

  • Asset management
  • Retirement plan rollovers
  • Retirement Income planning
  • Tax reduction strategies
  • Estate planning
  • Charitable planning

Experience for yourself why we have been in business serving our clients since 1985.


News Flash: 2014 Five Star Award Winners Announced in Seattle Magazine.  Tim McFall wins for 3rd consecutive year!  For more details click here.


Articles of Interest

 

Calculators

Retirement Risks to Consider

  How much will your estate taxes be?

Your Business and Retirement

  Roth IRA Conversion

Time for a Trust?

  Required Minimum Distributions

A Map for Your Family

  Retirement Portfolio Lifespan

        Retirement Planning Options

 

Federal Income Tax

Click to read more articles and newsletters.   For more calculators, click here.
     

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Tim McFall named 2014 Five Star Award Winner

American Tax Burden

What would happen to Your Estate?

 

The Retirement Income Factor

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