Eldercare Financial Planning Kennewick WA

As our country gets older, and more baby boomers approach retirement, eldercare financial planning in Kennewick, WA is becoming increasingly important. Please read on to find listings for local financial planners in your area as well as information on the importance of eldercare financial planning in an aging country.

Mr. Jeffrey C Petersen, CFP®
(509) 735-0484
8203 W. Quinault
Kennewick, WA
Firm
Petersen Hastings Investment M
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Kevin Floyd, CFP®
(509) 735-0484
8203 W Quinault Ave Ste 700
Kennewick, WA
Firm
Petersen Hastings Investment Management
Areas of Specialization
General Financial Planning, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Ms. Julia A. Schmidt, CFP®
(509) 783-4500
5602 W Clearwater Ave
Kennewick, WA
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Ian G Mitz, CFP®
(509) 783-1481
201 N. Edison St.
Kennewick, WA
Firm
Northwestern Mutual Financial Network

Data Provided By:
Mr. J. Tyler Haberling, CFP®
(509) 735-7507
1141 N Edison St
Kennewick, WA
Firm
Haberling Financial Group
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided By:
Mr. Marvin L Liebe, CFP®
(509) 591-0100
5101 W. Clearwater Ave.
Kennewick, WA
Firm
Liebe-Thompson, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Roger I. Hastings, CFP®
(509) 735-0484
8203 W Quinault Ave
Kennewick, WA
Firm
Petersen Hastings Investment Management

Data Provided By:
Ms. Michelle A. Clary, CFP®
(509) 734-1326
PO BOX 5455
Kennewick, WA
Firm
Thrivent Financial
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Data Provided By:
Mr. Joshua Chittenden, CFP®
(509) 735-0484
8203 W Quinault Ave Ste 700
Kennewick, WA
Firm
Petersen Hastings
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Thomas Doncaster
1020 N. Center Parkway #C
Kennewick, WA
Company
Title: Financial Advisor
Company: Independent Financial Group, LLC
Type
Investment Advisor Rep: Yes
Education
Columbia Basin College
The American College
The Academy of Financial Management
Years Experience
Years Experience: 24
Service
Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Retirement Income Distribution Planning,401k Rollover From Employer,Wealth Management,Annuities,Alternative Asset Class Planning,Estate Tax Planning,Fee-Only Comprehensive Financial Planning,Mortgage Refinancing,CD Alternative,Life Insurance,Investment & Portfolio Management,Business Succession & Liquidation Planning,Asset Protection Strategies & Planning,IRA, 401k, Roth IRA, QDRO Rollovers

Data Provided By:
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