Our Office is Temporarily Closed

We are working diligently behind the scenes to make sure the work we promised you gets completed.

IRS TAX FILING AND PAYMENT DEADLINE HAS BEEN EXTENDED TO JULY15, 2020.

We are checking phone messages & email regularly if you have questions.
Thank you for understanding.

Helping Clients

Refine retirement goals, improve financial security, and minimize income taxes

Photo courtesy of Carol Noski

Ellen Bigelow

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.

Serving Olympia, Washington area since 2013

Based in the South Puget Sound area, we help clients in the areas of:

We are accepting new clients and would like the opportunity to meet with you about our services. Please call our office or use the green schedule button below to make a convenient appointment.