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4400 NE 77th Avenue
Suite 275
Vancouver, WA 98662

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The Pacific Northwest Wealth Team

(360) 342-2029

 

Our Services

Services

Investment Planning


  • Traditional and Roth IRAs
  • 401(k), 403(b) Rollover
  • PERS/TSP Rollover

  • College Plans
  • SEP / SIMPLE IRAs

Income Strategies


  • Systematic Income Streams
  • Tax-Efficient Income Models
  • Income Longevity Solutions


Estate Planning


  • Estate Tax Reduction Strategies
  • Life Insurance policy design
  • Long-Term-Care Policy Design
  • Gifting Strategies to benefit your children/grandchildren

Business Planning


  • Business Income Tax Reduction Strategies
  • Employee Benefit Programs
  • Retirement Plans
  • Succession Planning