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:
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Financial & Tax Preparation Services
All services are fee-only, no financial products recommended or sold.
If you are seeking bookkeeping, payroll, corporate or partnership tax services we recommend Ben Anderson at Olympia CPA