Business Details
14 Years
experience
Senior Financial Planning Experts in Spokane
At Mettler CPA, we are dedicated to improving the financial well-being of seniors and individuals planning for retirement. Established in 2012, our firm was founded to address the unique challenges faced by older adults managing complex financial decisions. We specialize in tax planning, retirement strategies, investment counseling, and fiduciary support tailored to those over 50. Our approach prioritizes personalized advice without selling financial products, ensuring clients receive unbiased guidance.We meet clients in their homes for convenience and maintain transparency in all our services. Our founder, Anne Mettler, brings decades of experience and a commitment to protecting vulnerable seniors from financial exploitation. We serve Spokane County and surrounding areas, offering flexible appointment times to accommodate client needs. Our mission is to empower clients with the knowledge and tools to make informed financial decisions, fostering trust and long-term relationships.
Services
Tax Planning
Estate Administration
Retirement Budgeting
Investment Counseling
Financial Power of Attorney
Details
- Year established: 2012
Highlights and features
- We specialize in senior financial needs with 10+ years of focused experience
- Home visits eliminate transportation barriers for elderly clients
- Asset-neutral advice with no commissions or product sales
- Founder Anne Mettler holds CPA certification and AARP Tax-Aide volunteer experience
- Transparent hourly billing with no hidden fees
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Planning
Personalized tax planning services help clients minimize lifetime tax liabilities through strategic retirement account management and investment decisions. We specialize in Roth conversions, required minimum distributions, and estate tax planning for seniors. Our approach combines deep knowledge of current tax codes with practical implementation strategies tailored to individual financial situations.
Estate Administration
Comprehensive estate administration services guide families through probate processes and asset distribution. We help executors understand tax implications, locate assets, and fulfill decedent wishes while maintaining compliance with legal requirements. Our experience includes handling complex inheritances and facilitating family discussions about financial matters during transitional periods.
Retirement Budgeting
Custom retirement budgeting solutions analyze income sources, expenses, and investment portfolios to create sustainable withdrawal strategies. We help clients estimate cash flow needs, evaluate Social Security claiming options, and implement tax-efficient income generation methods while minimizing the risk of outliving their assets.
People
Anne Mettler
Certified Public Accountant
Anne Mettler founded Mettler CPA in 2012 after a career in engineering management. She holds a Master of Accountancy from Gonzaga University and specializes in senior financial planning. With AARP Tax-Aide volunteer experience, she focuses on protecting vulnerable seniors from financial exploitation while providing unbiased advice.
Questions
What services do you offer for seniors?
We provide tax planning, estate administration, retirement income strategies, investment counseling, and financial power of attorney services specifically tailored to seniors' needs.
Do you serve areas outside Spokane Valley?
We primarily serve Spokane County but can evaluate requests for service in nearby areas outside our standard service region.
How are your fees structured?
We charge transparent hourly rates with no commissions, asset-based fees, or hidden charges for our financial advisory services.
Can you help with retirement account conversions?
Yes, we specialize in Roth IRA conversions, required minimum distribution planning, and optimizing retirement account tax efficiency.
Do you offer home visits?
We prefer meeting clients in their homes for convenience and better access to financial documents during consultations.
