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