Crystal McMahon- Financial Advisor Tacoma, WA

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About Crystal McMahon

Founded in 2013, our firm has always been driven by five pillars of value: honesty, transparency, communication, collaboration, and the utilization of technology. Our experienced professionals use cutting-edge software in tandem with our deep industry expertise and network to provide personalized financial solutions to our clients. We specialize in tax, cash flow, and retirement planning, and we do so in order to provide our clients with the comfort and peace of mind they need to feel confident in their financial futures. As fiduciaries, one of our primary goals is to educate our clients so that they can have the knowledge to make informed decisions about their financial lives. We want our clients to understand the associated risks and rewards that come with each of our recommendations in their financial plans, and once they gain an understanding of how complex financial systems operate, we want them to feel empowered to execute those plans.

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General Information

Firm Start Year

2013

No. of Employees

10-19

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

B.S. Organizational Leadership - Finance, Economics and Accounting

Colorado State
2010 -2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891659/paladinregistry-Arrowroot-Family-Office-detailed-disclosure.html

Disclaimer

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

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Crystal McMahon

Arrowroot Family Office