509-888-1556

832 Valley Mall Pkwy Ste B
East Wenatchee, WA 98802

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (Privacy)
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, and WA.

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Retirement Planning

Retirement planning is much more than just saving for retirement.  Having a withdrawal strategy is equally important.
I work with people to come up with a customized withdraw and Spending plan for my clients.