Welcome to Puget Sound Financial

How can you achieve financial certainty in an uncertain world? How will reality affect the distribution of your money and the lifestyle of your retirement? Will your money be there when you need it? Is your money working hard for you? 

 Our mission is to give financial peace of mind to our individual, family, and business clients through comprehensive, holistic economic based education.

 Using the industry’s most cutting-edge financial software modeling, Puget Sound Financial focuses on financial safety and the establishment of lasting relationships with our clients. 

A Holistic Approach To Your Finances

Building personal wealth and financial security is both an art and a science. To be successful, one must use a variety of skills in analyzing potential outcomes, implementing a strategy and controlling the desired results. 
 Our goal is to provide a more efficient and cost effective approach to building wealth. 

Strategy

Puget Sound Financial will work with you to construct strategies which will help you achieve your dreams.  We combine a high level of integrity along with a vast knowledge of a variety of financial matters to develop an effective approach to maximizing your wealth potential. 
Using the LEAP® System and the Personal Financial Engineering™ process, we have helped many clients understand how they can meet and exceed their financial goals.  Through education, analysis and planning, we will develop a new financial strategy at no additional out-of-pocket cost and no additional risk to you.  This new strategy will generate more wealth and help preserve that wealth in a more efficient manner than current traditional methods 

Why Do You Need LEAP®?

We live in a world of com­plex­ity and rapid change

Keep­ing up in a chang­ing world is dif­fi­cult. Of the many money deci­sions that you must make, know­ing which are appro­pri­ate is not easy. Infor­ma­tion over­load can lead to finan­cial paral­y­sis. You prob­a­bly lack the time to prop­erly research all aspects of your money decisions. 
How LEAP® Helps: The LEAP SYSTEM® helps you cope with these changes by pro­vid­ing easy to under­stand and easy to fol­low finan­cial models. 

Gov­ern­ment is con­stantly chang­ing the tax laws

Chang­ing tax laws make it dif­fi­cult for the con­sumer to plan eas­ily and suc­cess­fully. The tax laws have become more and more complicated. 
How LEAP® Helps: The LEAP SYSTEM® can help you reduce your income taxes over your life­time by pro­vid­ing tax strate­gies designed to sim­plify your finan­cial life. 

Stock Mar­ket Fluc­tu­a­tions and Risk

The stock mar­ket fluc­tu­ates up and down. It moves in cycles. A prob­lem can exist when you need your money in a down cycle and your stocks have declined in value. Tim­ing is impor­tant, but it can­not be controlled. 
How LEAP® Helps: The LEAP SYSTEM® seeks to help you achieve “High Reward with Low Risk” through its unique “flow of money” concept. 

Mis­in­for­ma­tion Con­tained within the Media

Mis­lead­ing infor­ma­tion regard­ing  finan­cial prod­ucts and strate­gies is preva­lent on the Inter­net, in  finan­cial mag­a­zines, and  finan­cial “How To” books. 
How LEAP® Helps: The LEAP SYSTEM® explains how many money strate­gies and prod­ucts being adver­tised and pro­moted today may become haz­ardous to your wealth and pro­tec­tion goals.  

The PS&G Model®

 You prob­a­bly own a vari­ety of finan­cial prod­ucts and have made many finan­cial deci­sions. Each prod­uct and finan­cial deci­sion most likely has been made indi­vid­u­ally and with­out much thought of inte­grat­ing them into a skill­fully coor­di­nated and effi­cient plan. With­out a finan­cial model to assess, eval­u­ate or mea­sure each finan­cial deci­sion, your money may become unco­or­di­nated, inef­fi­cient and unproductive. 

Get your finan­cial life organized…

The LEAP® SYSTEM™ has built a model called the PS&G Model. It is a finan­cial model that con­tains all aspects of your finan­cial life. It pro­vides you with a full view of your finan­cial sit­u­a­tion cat­e­go­rized into three com­po­nents of Pro­tec­tion, Sav­ings, and Growth, which makes it easy to under­stand and fol­low. You can par­tic­i­pate in the eval­u­a­tion process by hav­ing this unique tool avail­able to you. 

Edu­cate yourself…

An edu­cated con­sumer is always in a bet­ter posi­tion than one who is unsure and inse­cure about the money deci­sions they are forced to make in life. The PS&G Model pro­vides you with a tool to mea­sure and coor­di­nate each money deci­sion with the pur­pose of achiev­ing finan­cial inde­pen­dence. As a LEAP® SYSTEM™ autho­rized rep­re­sen­ta­tive, we will show you how to use this model to mea­sure and com­pare finan­cial deci­sions you make in order to choose the one that you feel is most appropriate. 

Ben­e­fits of Using The PS&G Model™

Instead of mak­ing finan­cial deci­sions one at a time in an iso­lated man­ner (micro), we advo­cate finan­cial deci­sions based on an orga­nized, coor­di­nated and inte­grated model (macro). By using the PS&G Model, your assets and finan­cial deci­sions are:
COORDINATED:  When coor­di­nated, your assets work together harmoniously. 
INTEGRATED:  When inte­grated, they pro­vide for a poten­tial increase in money sup­ply and benefits. 
BASED ON FACTS:  The PS&G Model helps you eval­u­ate and mea­sure the results. 
NEEDS AND VALUE BASED:  With a PS&G Model, you may be less vul­ner­a­ble to mak­ing deci­sions based on opin­ion or sales hype. Money deci­sions are now strictly needs and value based. 
IMPLEMENTED:  The PS&G Model pro­vides a method for your money deci­sions to be eas­ily and auto­mat­i­cally implemented. 
ORGANIZED:  The PS&G Model will help you visu­al­ize how all your assets are work­ing and at the same time pro­vide an orga­nized fil­ing system. 
ACCESSIBLE:  Your money and assets will be more in your own con­trol which leads to mak­ing intel­li­gent finan­cial decisions. 

 Products and Services

We help indi­vid­u­als, fam­i­lies and busi­nesses focus on pro­tec­tion and long-term wealth strate­gies lever­ag­ing the power of earned income in the early years.  Finan­cial deci­sions made in the early stages will have the great­est impact on your finan­cial wealth cre­ation future.  We strive to get your money to work harder for you.  The ser­vices we offer assist you in all of your per­sonal finance deci­sions.  We offer a full array of finan­cial prod­ucts and ser­vices that, as part of your over­all plan, can help you achieve your goals.