Your Guide to 
shoring up your
financial strategy


Let's explore a better way to manage your retirement resources.

Three planning phases

You Need to shore up your Strategy

At Puget Sound Financial Strategies, we take the time to get to know who you are and what you want.
Here are the three phases that help us develop a thoughtful strategy for your financial life:


We will spend several meetings discovering your needs, goals and wants in retirement.


Our experience with the retirement landscape makes us well suited to develop a strategy that helps you to maximize performance — and minimize risk.


As your retirement gets closer, we will review which income streams to tap, and when. We also will help you plan for the unexpected — and navigate around any potential obstacles.


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Concerned about long-term care?

Seven in 10 Americans who are 65 or older will need some type of long-term care*. This guide can help you understand possible costs and solutions, including:

  • Strategies to help protect your potential caregiver from financial burden
  • How much long-term care costs are expected to rise
  • The true impact of long-term care

*Barbara Marquand. NerdWallet. Jan. 13, 2022. “Long-Term Care Insurance Explained.” https:// Accessed Jan. 31, 2022

"Retirement should feel like freedom —
Freedom of CHOICE."

Eric Lansford | Founder

Eric Lansford
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