Our Investment Philosophy

We endeavor to be the premier financial planning practice throughout Central Washington by passionately helping people achieve their financial dreams through customized financial planning and personalized investment advice.

We navigate our clients through the financial ups and downs of this world so they can pursue their desired quality of life.

LPL Financial

Formed in 1989 through the merger of Linsco and Private Ledger (founded in 1968 and 1973, respectively), LPL was built on the belief that objective financial guidance benefits everyone and advisors are best able to serve clients when they have access to innovative tools and solutions that work for them. Solutions include:

Financial Planning Services:

• Retirement Planning
• Advisory Investment Strategies
• Education and Goal Funding
• Planning for Insurance Needs
• Estate Planning

Investment Management:

• Mutual Funds, ETF’s, etc.
• Asset Allocation Advisory Products
• Annuities
• Education Funding

Retirement Plans for:

• Individuals
• Employers
• Self-Employed Individuals

Insurance:

• Life Insurance
• Disability Income Insurance
• Long-Term Care Insurance

Financial Planning Process

Getting Started: The most important step in working with you is listening to you and understanding your concerns and questions. Based on our conversation, we will determine if we can help and if you would like our help.

Learning About You: Next, we will review your financial documents and ask you detailed questions so we can thoroughly understand you, your financial situation, and what you would like to accomplish.

Action: We will recommend and explain options focused on improving your financial position. We will develop a written action plan that we will help you implement.

Review: We believe we should meet at least annually to monitor your progress and keep each other informed. We will recommend adjustments as needed.