Tax Strategies

Understanding tax strategies and managing your tax bill should be part of any sound financial planning approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to mitigate the impact of taxes on your financial efforts.

MarsJewett will help you think strategically about your tax bill.

Taxes are, as they say, inevitable, and something you must factor into your financial plan. But just because they are inevitable, doesn’t mean your financial choices don’t impact them. Your decisions around how to invest and how to draw on your assets are critical to your success.

In some cases, careful structuring of retirement income may minimize your tax burden, and in other cases, such as sudden wealth, it may be wise to consider trusts or charitable vehicles that can offer tax deductions or exemptions. We’ll help you understand which options offer the greatest advantage to your family, your lifestyle based on where you are in life and the composition of your asssets.

EDUCATIONAL RESOURCES

The Planning Process

While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide: Financial Planning. There are many things we cannot...

Covid Operational Update November 2020

MarsJewett recognizes the need to provide full transparency of our operational procedures during the Coronavirus (COVID-19) outbreak. The safety and health of our employees, teams and partners is extremely important as we respond...

October 2020 T. Rowe Price Webinar Notes

On October 15th we had the chance to host a Zoom webinar with Chris Dillon, CFA, MBA, Investment Specialist for T. Rowe Price (TRP). Chris works in the Multi-Asset Division of TRP and communicates their investment philosophy with clients. We hosted a Q&A whereby...

The Planning Process

Covid Operational Update November 2020

All Resources

Scott Jewett, CFP^®

CEO, Senior Financial Advisor

Credentials

CERTIFIED FINANCIAL PLANNER™

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“We get to go through life with our clients. I feel privileged to meet with them and hear about what is happening in their world and with their families. They share their dreams and fears with us, and we get to help them achieve those dreams and conquer those fears.”

Scott infuses everything in his life with care, dedication and a commitment to helping others. As a financial advisor, he serves his clients with wisdom, integrity and kindness, and he has a knack for making complex things simple. He is proud to lead a team of wonderful people and to have helped shape MarsJewett’s culture of service.

A Bellevue native, Scott graduated with honors from Pacific Christian College with dual degrees in Business Administration and Biblical Studies. After college, he spent the first seven years of his career at Boeing. During that time, he and his wife began helping members of their church who were struggling to manage their finances or facing financial crisis, and this helped spark his passion to become a financial advisor. In 1994, he attended a seminar Glenn (Mars) was teaching for the Boeing Management Association, and a year later, Glenn hired him. The rest, as they say, is history.

Scott feels that he truly found his calling as a financial advisor, as it combines his passion for helping people with his love of untangling the technical complexities of finance and investing. He actually gets excited when Congress changes the tax and finance laws, because it means he gets to dig into the research and figure out new planning strategies that will benefit our clients!

Scott is a devoted husband and father of three. Sports are a lifelong passion for him and his wife Kim, and when they’re not watching their own kids play, you’ll likely find them rooting for the Mariners, Seahawks or Huskies—he even proposed to Kim on the 50-yard line of Husky Stadium. Now that his kids are (mostly) out of the house, he has more time to work on his golf game… and he’s quick to say that it needs some work.

Scott is also very active in his community and his church, where he has served for over 25 years in financial ministry. He previously served on the boards of two non-profit organizations, and currently serves on the trust and investment committee at the school his kids graduated from.