Broker Check

Services and Products

Educating you about financial concepts and products is an important part of our services.  Our site is packed full of information, concepts, and ideas designed to give you a better understanding of the world of personal finance.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office at 509-590-6220. We look forward to assisting you.  We provide the following:

Comprehensive Financial Planning

  • Personal and Small Business planning

              Cash flow
              Debt Management
              Tax
              Accumulation
              Protection
              Retirement
              Estate
              Employer/Employee Benefits & Compensation
              Business Succession

Investment

  • Goals

              Auto purchase
              Education funding
              Home purchase
              Retirement

  • Account types

              Advisory
              Brokerage
              Business Retirement Plans
              IRAs (Education, Traditional, Roth)

  • Products – Alternative Investments (Structured Notes, Business Development Company, REITs, Managed Futures, Hedge Funds & Fund of Hedge Funds, Private Equity, Exchange Funds, 1031 Exchanges), Annuities (Fixed, Variable), Fixed Income (Brokered CDs, Corporate Bonds, Government Bonds, Money Market, Structured Products), Mutual Funds, Stocks, Unit Investment Trusts

Insurance

  • Goals

               Income Protection
               Premature Death
               Long Term Care Protection
               Business Buy Out/Buy-Sell
               Legal Settlement

  • Products

               Disability Insurance
               Life Insurance (Term, Whole, Universal, Variable, Business Buy-Sell)
               Long Term Care
               Structured Settlements