Hi, I’m Sam Armour, CFP®, CPA.

I design tax-smart financial, retirement and estate plans for Washington residents and their families

Also serving clients nationwide

Complicated financial or life transitions can be exciting…

… Or nerve wracking.

We believe a credentialed fiduciary partner would be a help to you:

Sit down with you one-on-one to make your next step clear
Make informed decisions based on data, not opinion
Help protect you and your loved ones from outrageous estate taxes

It doesn’t have to be complicated. We make it simple.

Click below to schedule a chat with Sam

Sam Armour is - Sam Armour is - Sam Armour is


Certified Financial Planner™ practitioner


Certified Public Accountant


Certified Investment Management Analyst

“Before we went to Sam, I always wondered, Am I being stupid with my finances? Am I missing something? Working with someone who’s actually educated takes the fear out of what’s going to happen in the future.”


Attorneys and CPAs recommend us when you…

  • Feel stressed by a life-changing financial transition
  • Aren’t sure how to hopefully turn your nest egg into a great life after retiring
  • Want to shield your family from estate tax so your hard-earned assets go to them, not the government
  • Are a trustee and need guidance through trust laws to protect the beneficiaries
  • Want a credentialed fiduciary you can sit down and speak openly with
  • Doubts or concerns? Our door is always open — and there are no stupid questions

“If you’re in a complicated situation, and are feeling overwhelmed, Sam will get you straightened out and make you feel confident.”


Financial planning doesn’t have to be so damn complex.

There’s a lot of noise in the finance world.

We believe finance is often made deliberately complicated to sell you stuff you don’t need.

But “complicated” does NOT mean “valuable.”

We throw out the noise and create a plan to get you where you want to be — in the simplest way possible.

Ready to take the first step?
It all starts with a casual conversation.

“He’s an advisor who cares. It sounds kind of trite to say, but… he really does. He puts in time to know you, make you feel comfortable, and just be a person.”


From Accountant to Financial Planner

How Sam brings his tax law experience to help retirees and trustees…
Stories of how we help

Will we have the money to travel and do what we want when we retire?

– Darryl & Rachel
Read Case Study

How do I know when I can leave my job for good?

– Earl & Kathy
Read Case Study

We don’t know what we don’t know — what are we missing?

– Tracy & Donna
Read Case Study

Case studies are a representation and are not a guarantee of results


Services - Services - Services - Services - Services - Services - Services -

Retirement Planning
Tax Planning
Wealth Management
Trust Management
Estate Planning
Insurance Planning

Looking for your next step?
We make it simple.

It all starts with a casual conversation – click the button below to pick a time to chat

Not ready to schedule a call yet? That’s okay!

Download Our Free Guide, Green Flags & Red Flags: What to look for (and avoid) when building your retirement team