Interested in discussing your investment situation?
Even in today's high tech world and the many forms of communication, face-to-face and verbal is best when discussing your investments. If you are interested in an introduction download our "Introduction Meeting" document to learn more about what a future discussion together looks like.
84504 E Sagebrush Rd
Kennewick, WA 99338
Our advise is matched by our portfolio management. Chances are you have an investment account at a big name firm and your stale portfolio need serious help.
Financial planning is a fancy term for how to save and how to pay the least amount of taxes along the way. But here is our secret the "Roth IRA".
Service absolutely matters. So much so that clients have my direct number. No receptionist to be found.