ChFC®, RICP®, CASL®, EA
As a Chartered Financial Consultant®, Retirement Income Certified Professional®, and a Chartered Advisor for Senior Living®, my training includes all aspects of the comprehensive financial planning process with a focus on the unique challenges of planning during retirement.
Contact Us Today
All services are fee-only, no financial products recommended or sold.
Business bookkeeping and payroll services are not currently offered.
We are no longer accepting new S-Corporation or Partnership income tax returns. We recommend Ben Anderson at Olympia CPA.