Roth IRAs Kennewick WA

When it comes to retirement planning, there are a variety of options available depending upon how you plan to save and how you plan to access your money during retirement. A Roth IRA, or Individual Retirement Account, is a type of retirement plan the is generally not taxed in the sense that a tax break is granted on the money that is withdrawn during retirement. For more information on Roth IRAs and other retirement planning options and services in Kennewick, WA see the listings below.

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. Marvin L. Mckenzie Jr., CFP®
(509) 737-1690
6601 W. Deschutes Ave
Kennewick, WA
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

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:
Mr. Scott Allen Sarber, CFP®
(509) 735-0484
8203 W. Quinault Suite 700
Kennewick, WA
Firm
Petersen Hastings
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
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. Roland L. Thompson, CFP®
(509) 591-0100
5101 W. Clearwater
Kennewick, WA
Firm
Liebe-Thompson, LLC
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Life Planning, Retirement Planning, Social Security Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000



Data Provided By:
Mr. Kyle T Blodgett, CFP®
(509) 735-4477
6725 W Clearwater Ave
Kennewick, WA
Firm
Pacific Crest Planning
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Planning, Risk Management, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. James Alan Anderson, CFP®
(509) 374-4781
1410 N. Pittsburg
Kennewick, WA
Firm
D.A. Davidson & Co.
Areas of Specialization
Estate Planning, General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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