Dream it. Plan it. Live it.

Helping valued clients work toward their long-term financial goals.


At Kokesh Financial Strategies, Inc., we believe true value is created by helping our clients plan for lasting financial freedom.

The world today is filled with complexity. The financial world may be one of the most complex of all. Making sense of it all can be a daunting task, even for those who are well-versed in these matters. Having a specialist with the experience and knowledge to help you navigate it all is essential to your success.

At Kokesh Financial Strategies, Inc., we view it as our business and responsibility to thoroughly understand your goals and dreams. As your comprehensive wealth management solutions provider, we can leverage our knowledge and experience to help you reach your unique personal goals.

We believe in the principal that everyone should be given the opportunity to pursue financial goals, not only for themselves but for their future generations. We are legacy builders, promoting financial freedom and independence, and we would consider it a privilege to help you chart your course for the future.

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What We Do

Our Book

Do you ever wish you had an owner’s manual to help plan for retirement? Well now you do. This book will help provide the foundation you need for a successful retirement. You’ll learn Social Security Strategies, Asset Organization, Investment Solutions, Legacy Planning and more!

Our Seminars

Register for an upcoming seminar. Our seminars are an educational service that we provide for our community and our clients. They are a great way for us to meet new people in and around the area, and there is absolutely no cost or obligation associated with them.

Retirement Planning in 3 Easy Steps

Do you ever wish you had an owner’s manual
to help plan for retirement?

Well now you do.


This book will help provide the foundation you need for a successful retirement.

You’ll Learn:

  • Social Security Strategies
  • Asset Organization
  • Investment Solutions
  • Legacy Planning
Purchase Your Copy Now

Our Services

Login to Your Generational Vault

With the Generational Vault, you never have to worry about forgetting where you put trusts, wills, powers of attorney, insurance policies, investments, medical directives, tax returns, and other personal or family mementos because they are all kept in one place.

Our Videos

Financial Planning

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Social Security Maximization


Rule of 100


Interested in Our Upcoming Seminars?

Social Security Maximization Workshop

This critically timed presentation will help reveal common mistakes retirees and those planning to retire make with their Social Security.  It will show you when it makes the most sense for you and/or your spouse to start receiving Social Security, how do you fill the gap between Social Security and your desired income and how to reduce taxes on your Social Security after you start receiving your benefits.

There is absolutely no cost or obligation to attend this event; however, reservations are required.  To find out dates and times of this timely presentation, please contact our office.

(425) 289-0310  or  (800) 237-6523

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Meet Laura

Laura Kokesh, Founder and President

Since 1997, Laura Kokesh has been providing her clients trusted counsel and valuable financial solutions. She offers an extensive menu of services to address the needs of virtually any client at any stage of life, and her company, Kokesh Retirement Strategies, LLC, provides a multitude of investment, insurance, and income planning solutions.

Laura is an Investment Advisor Representative with an extensive background in investments and Individual Retirement Accounts. She specializes in Roth IRA conversions and is a graduate of the Learning Institute for Financial Executives.

Laura is an active member of the community. She is active member of the East King County Estate Planning Council, and she spends much of her free time volunteering at East Side Mental Health and various animal rescue organizations. Laura has always had a true passion for animals, owning a horse ranch in Maple Valley, WA for many years.

She maintains life, health, and disability insurance licenses as well as Series 65 in Washington. Laura resides in Redmond, WA.

Our Office

Kokesh Retirement Strategies, LLC
9 Lake Bellevue Drive, Suite 114
Bellevue, WA 98005
P: 425.289.0310
T: 800.237.6523
F: 425.646.1037