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Financial guidance for busy professionals
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Financial Planning for

Mid-Career ​Professionals

Attention: Washington state residents

Look out. There’s a new payroll tax in town. The new mandatory state payroll tax in Washington state under The Long-Term Care Trust Act is designed to fund long-term care benefits for its eligible residents. If you are employed in Washington (or will be), learn more about it. This new tax will affect you.
Learn More
Do you ask yourself

WILL I BE OKAY?

AM I SAVING ENOUGH?

IS MY MONEY INVESTED THE RIGHT WAY? 

AM I PAYING TOO MUCH IN TAXES?

You are not alone. Let's make a plan.
schedule a meeting

Leave the details to us

Let us help you take care of (boring) stuff like...

  • Saving for retirement
  • Saving for your children's education
  • Investing in alignment with your goals, risk tolerance, and time horizon
  • Managing your debt
  • Optimizing your 401(k), RSU, etc. 
  • Owning the right amounts and types of insurance
  • ​Protecting the value of your business
  • Planning for a business transition
  • Maximizing tax deduction through your business' retirement plan
Let's make a plan.
schedule a meeting
Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Insurance products sold separately from and independently of Cultivant LLC or CS Planning Corp.
Form CRS, Privacy Policy, and Additional Disclosures.

info@cultivant.com
206.486.8700 ext. 703
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    • Differences
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