Understanding Today's Financial Environment
Welcome, I'm Patricia Marlow, a financial advisor in Lacey, WA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, preserve your assets, or send your children to college, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (253) 301-1474.
Helpful Content
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?