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Serving Financial Excellence across the Olympic and Kitsap Peninsulas

Serving Financial Excellence across the Olympic and Kitsap Peninsulas

Wherever you want to go, we're ready to help at every step of the journey.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.
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Who We Are

Who We Are

We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand.

Meet Our Team

How We Help

In addition to working together, we'll help you have your finances fit your lifestyle.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Lifestyle

Dream big, have fun.

Investment

Our CFS* Financial Advisors can create a portfolio that's designed to fit your lifestyle.

Insurance

We have resources that can help you make decisions on life insurance.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Speak with a neighborhood advisor to learn how <strong>we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

What Sets Us  Apart

Our CFS* financial advisors love to help navigate the intersection of life and financial preparation. With our team at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

See What Our Clients Have to Say

Call Us

(360) 968-9797


Address

521 West Railroad Avenue

Shelton, WA 98584