Vetted Advisor's Table

Crystal McMahon, CFP®, EA
Great Life Investing LLC

Tel: 253-358-6109
4424 6th Ave.
Tacoma, WA 98406
Great Life Investing LLC | Financial Advisor in Tacoma ,WA

Planning Your Future is Complex - Until You Hire Us.

About Crystal McMahon

Helping Successful Individuals, Families and Business Owners Protect & Grow Wealth, and Minimize Taxes

In addition to being the firm's lead Investment Advisor, Crystal is a Certified Financial Planner (CFP) and an Enrolled Agent, Admitted to Practice Before the I.R.S.

About Great Life Investing LLC

Wealth Management, Financial Planning, Tax Services and Investment Management for Successful Professionals, Business Owners and Retirees.

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General Information

Firm Start Year:   2020
No. of Employees:   2-4
States Licensed in:   WA
Number of Years with Current Firm:   3
Work Experience:   Crystal's diverse background includes ownership of multiple small businesses, high-level commercial real estate and management positions, and over a decade of wealth management experience supporting successful multi-generational families. She holds a Bachelor of Science in Organizational Leadership with an emphasis on Accounting and Economics, and to better help her clients navigate complex financial and tax situations, she added Certified Financial Planner and Enrolled Agent to her list of credentials.

Financial Planning, Tax and Advisory Services provided by Great Life Planning LLC, a Washington Registered Investment Advisor.
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced:   English
Advisory Services Provided:   Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning


Investment Types:   Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Our Offices, Video Conference, Email, Phone

Firm Information

Advisor's Number of Clients:   35
Advisor's Number of Managed Clients:   30
Advisor's Number of Planning Clients:   5
Assets Managed by Advisor:   $16,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee, Hourly, Based on Assets
Minimum Fee Charged for Managed Accounts:   $2,500
Minimum Fee Charged for Hourly Planning Accounts:   $150


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


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

Additional Detailed Disclosures



Financial Planning, Tax and Investment Advisory Services provided by Great Life Investing LLC, a Washington State Registered Investment Advisor.


Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Communities Served

Western Washington

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