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Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Sustainable Impact Investing
Business Planning & Succession
Risk Management & Insurance Planning
About
Why Us?
Our Process
Our Team
Locations
Community Involvement
Recommended Books
FAQs
Insights
Blogs
Resources
Market Commentary
Videos
News
Tools
Risk Survey
Retirement Readiness Quiz
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
SECURE Act RMD Calculator
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Kennewick, WA
7025 W Grandridge Blvd
Suite B
Kennewick, WA 99336
(509) 735-7526
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Yakima, WA
115 N 50th Ave
Suite B
Yakima, WA 98908
(509) 965-5654
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