Call for an APPOINTMENT: (253) 217-4726 Ext.5

PLAN FOR YOUR FUTURE.

LIVE YOUR LIFE NOW.

Take your future into your hands by speaking to us now. (Tomorrow Begins Today)

WHEN IT COMES TO YOUR FINANCIAL FUTURE,

KNOWLEDGE IS THE CRITICAL FIRST STEP.

We love helping our community make informed financial decisions about the days ahead.

WE ARE CONTINUOUSLY KEEPING YOU IN THE FINANCIAL KNOW

By keeping you updated on the latest financial and insurance news!

YOUR FINANCIAL SECURITY IS OUR BUSINESS

We strive to serve our clients during the financial planning process through deep and
meaningful relationships that last for generations.

Financial Services

Our primary goal is keeping our clients’ money safe from volatile and risky investments.

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Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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Learn & Plan for Uncertainty

Learn more about today’s retirement risks and how you can achieve financial peace of mind.

Annuities Fully Explained

Get some essential facts on annuities, what they are, and how they can bring more retirement confidence.

Annuities Fully Explained

Get some essential facts on annuities, what they are, and how they can bring more retirement confidence.

A Few Words About Us

We here at Mark A Stimpson & Associates, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

Workshop Schedule

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Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services

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Weekly Newsletter

THE MISUNDERSTOOD FIA

In recent years, we have seen an uptick in the interest of fixed indexed annuities (FIAs), but there is still a great deal of misunderstandings about this retirement product – down to even its most basic principles. Let’s start with defining FIAs. These products are...

read more

THE MISUNDERSTOOD FIA

In recent years, we have seen an uptick in the interest of fixed indexed annuities (FIAs), but there is still a great deal of misunderstandings about this retirement product – down to even its most basic principles. Let’s start with defining FIAs. These products are...

read more

IRA Blog

This Week’s Q&A Mailbag: Two RMD Questions

Question: Hi, I recently purchased your newsletter and I had an IRA question.  If a client dies before taking his required RMD for the year, does the estate need to take the RMD and pay the taxes before the account is transferred to the non-spouse beneficiary?  If not...

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What Our Clients Are Saying

I will be forever grateful to Mark for the very sincere way he has handled my financial concerns over the past 11 years. After the death of my husband he guided me through a maze of issues I never thought I could get past. He has made sure that I can’t lose a penny because of the stock market and that has made it very easy to sleep at night. Geri Rose-Des Moines, WA

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