Plan For the Road Ahead
About Us
We are a Registered Investment Advisory here in Washington state. Our goal is to not only provide investments strategies and advice, but to look at your whole financial picture. We do this in concert with our partner company, Penny Lane Financial.
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With the expertise and advice of Penny Lane's specialists you will get a full picture of how all of your financial decisions work together. This is a tremendous help when planning for everyday living as well as major life events.
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Having a partner with you, helping and guiding you through investing, buying a home, getting married, retiring or what to do when a loved one passes away, can mean so much.
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We strive to make working with us a pleasant, supportive experience. Give us a call to find out more.
Financial firms will often tell you to stay the course or not to worry about the market. We understand that is not always reasonable and that you want action taken when necessary. Our advisors really do listen to you and will partner with you to create a plan and strategy that works for you . Be empowered to grow your money, save your money and use your money.
At a glance:
- RIAs provide long-term investment advice for overall financial circumstances
- RIAs typically charge a flat fee or a fee based on assets under management, aligning their compensation with your goals
- RIAs act as fiduciaries, making decisions with your best interests in mind and disclosing conflicts of interest
Portfolio Analysis Review
What is a RIA
Color of Money Risk Analysis
To arrive at your Color of Money score, just click learn more and answer 11 questions. It's simple and will give us and you an idea of where your investments should be.
Start Here to find out your risk tolerance
Learn the benefits of working with a RIA firm
Get expert advice about your portfolio
Just as a yearly appointment with your doctor helps to ensure physical health, a Portfolio Analysis Review (PAR) may help ensure your long-term investment goals remain on target. The ultimate goal of PAR is to bring your investments in line with both your risk tolerance and your ever-evolving goals.