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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
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Retirement Readiness Quiz
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
SECURE Act RMD Calculator
College Readiness Quiz
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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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