WEALTH MANAGEMENT

As Wealth Managers we help clients design their portfolios using stocks, mutual funds, ETFs, and a variety of alternative investment products.  We charge an asset-based fee only, allowing us to serve clients without selling any propriety products or charging commissions on investment transactions.  We do not put people into a generic portfolio.  Our goal is to establish a clear understanding of goals and risk tolerance in order to create an investment portfolio that makes sense for each individual client and family.

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FINANCIAL PLANNING

As an included service and part of our Wealth Management strategy, we provide analysis and consulting on the full view of a client's financial picture.  It is short-sighted to only address investments and ignore other major portions of a client's financial well-being.  Our choice to include planning services as part of our Wealth Management services with no additional fees is based in our belief that long-term asset growth is broader than simply investing in the market and that our clients will thrive as we address their entire financial outlook.  

 
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INSURANCE SERVICES

As an Independent agent in Washington State, Oregon, and California, we can compare and customize a policy from a wide variety of insurance companies. We can offer customization and education on the following types of insurance from an excellent range of providers:

  • Whole Life

  • Term Life

  • Indexed Universal Life

  • Disability

  • Long-Term Care

  • Hybrid Long-Term Care

  • Fixed Indexed Annuity

  • Straight Fixed Annuity