Pullman Office

205 East Main Street

Pullman, WA 99163

Tri-Cities Office

1363 Columbia Park Trail, Suite 202

Richland, WA 99352


                                                 May 2022 Newsletter

 Confidence and Good Planning

Just like a good map is essential as you head off to new places, financial planning is often the best way to answer your key financial questions. A few concerns your plan can address include: Am I on track for Retirement? Are my investments in the right place? Will I outlive my liquid assets? So, our question for you is – when did you last connect with the planning tools and systems, we have for you? Or, have we met recently to apply and update them to your situation now? We will be glad to help you refresh all that. Please email Lori Kahn - LPL Registered Administrative Associate, lori.kahn@lpl.com , for updated information on your plan. 

What matters most to you

What matters most to you

While much has changed in the 30+ years our team has been doing business, the refining of our Financial Planning process has remained our central focus. Our advisors and clients often tell us there is nothing quite like the peace and clarity that good financial planning can deliver. It highlights what matters most to you. It can also test the resiliency of your plan in light of any number of scenarios including current market volatility or future possible changes in strategies or performance.

Road Map for your Future

Road Map for your Future

Your Financial Plan is built to be your guide to help you navigate the risks and opportunities relevant to your situation looking forward. Please look again your planning tools to see if we can help you maintain confidence and perspective - now and for the long run.   Click the link to take a quick peek at an outline of your client portal to Planning Your Financial Future or watch a quick high level two minute Financial Planning Information Video. It highlights our industry leading tools to assist you in answering key questions that impact you and your loved ones.  

  Fun Facts about Financial Planning

- A written financial plan increases confidence as 65% of people with a written financial plan say they feel financially stable, while only 40% of those without a plan feel the same level of comfort. (Source: Schwab Modern Wealth Survey)
-Households with a financial plan are 2.5x more likely to save enough for retirement. (Source: Savology)
- 83% of people who set financial goals feel better about their finances after just one year. (Source: Business Wire)