My name is Steve Hoglund. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns. 

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I’ve been helping pre-retirees and retirees find peace of mind with overall financial, investments, and retirement planning for over 20 years. A favorite quote of mine is “Learn from the past, plan for the future, and be in the moment.” I believe when your future is well-planned, you can enjoy the present much easier. I enjoy using my experience and knowledge to help clients plan for their dream retirement.

I have been named one of Seattle Magazine’s top wealth managers since 2012. I have served on the Board of Directors for the Seattle and Eastside Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and the Advisory Council of the Washington Society of CPAs.

I received my Business and Accounting degree from the University of Washington. I’ve been in the financial planning and retirement services since 2000. In my free time, I spend time with my wife and 4 daughters who are in college or starting their careers. I also enjoy running, golf, concerts, attending Washington Husky football games, and traveling.

I reside in Washington, and even though my office is physically located in Bellevue, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals. 

Sincerely,
Steve Hoglund, CFP®, CPA