Thinking About Your Retirement?
Do You Have Enough? Will It Last?
Is Your Family Protected?
Answer YES with Confidence by Following
The Columbia Square Wealth Roadmap™
· Maximize Your Investments
· Minimize Your Taxes
· Build & Protect Enduring Wealth
We Help You
Build a Prosperous and Meaningful Financial Life
You
We Specialize in all Aspects of Financial Planning and Investment Management for Hanford Area and PNNL Professionals from Early Career through Retirement.
Early Career
We help young professionals with benefit plan choices, company retirement plan decisions, cashflow and debt management, in addition to full financial planning and investment management.
Nearing Retirement
We help our clients retire with certainty. We produce a comprehensive retirement plan to ensure you make the right choices as you move into retirement, while maximizing your investments and minimizing your taxes.
Retired
We help our retired clients ensure they will never outlive their money. We help develop a thorough estate plan to make certain what they want to happen to their legacies in the future actually comes to pass.
Take Control · Get a Plan · Make Work Optional
who we are
We Put Your Interests First at All Times
Fiduciary
- Your Interests First at All Times
- Transparent Unbiased Advice
- The Highest Ethical and Legal Standard of Care
Fee-Only
- We Only Receive Compensation from our Clients
- No Commissions, Trails or Hidden Fees
- Our Interests are Aligned with Yours
Independent
- Free From Pressure of a Large Firm
- No Sales Quotas
- We Decide What is Best for Our Clients
- We are Accountable Only to You
what we do
Build Lasting Wealth
Impact and Philanthropy Planning
- Values Aligned Investing
- Strategic Philanthropy
- Donor Advised Funds
- Charitable Trusts
- Family Foundations
Comprehensive Financial Planning
- Cash Flow & Budget
- Retirement Planning
- Investment Goal Planning
- Risk Management
- Tax Planning
- Estate & Legacy Planning
Investment Management
- Low Fee, Growth at a Reasonable Cost
- Diversification & Risk Management
- Ongoing Monitoring and Rebalancing
- Investment Tax Reduction & Elimination
Coaching and Consulting
- Behavioral Coaching
- Detailed Client To-Do Lists and Continual Follow-up
- Quarterly Review Meetings
- Increased Proactive Outreach During Tumultuous Markets
Peace of Mind: Your Money and
Investments are Held at an Established
Institution You Can Trust.
Get In Touch
- Email Andrew
- 509.380.9722
- Richland, WA