Meet the Financial Alternatives Team

 

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Financial Alternatives works closely with these organizations

 

North Central Educational Service

 

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Educational Service District

 

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Northeast Educational Services District 101

 

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WA State Retirement Plan Participants

 

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01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our  client’s reliable financial advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial strategy that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Blogs

Kristen Peterson |
Categories
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.