North Mason Tax Service, 3530 NE Old Belfair Hwy, Belfair, WA 98528, US

HistoryThe business was established to provide investment direction in a no commission, client counselling relationship. The firms' principals started their careers in the brokerage and insurance industries where commissions and product sales goals were the business drivers. As a registered investment adviser, the firm has no arrangement that generates commissions from any source. The firm's primary duty is to clients and their financial objectives. Clients want to avoid repeating the stock market losses of the tech bubble and the real estate bubble of the past decade. The firm oversees client portfolios using current market data instead of long-term averages which seldom reflect today's economic reality. Central Bankers are constantly intervening in today's markets to achieve political goals. Successful investors must adapt portfolio structure and decisions to conditions that are new. The firm's portfolio strategies are designed to address the changing markets of today.SpecialtiesPortfolio creation and management Retirement planning

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