Find a Financial Planner in Richland, WA

 

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We Only Work With The Best Richland Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Richland, WA


  • Financial Advisor Close to Richland, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Richland Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Richland area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Richland is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
19.5% of Richland's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Richland area can create a custom plan and walk with you each step of the way.
In the Richland area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Richland area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Richland area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Washington has unique laws defining which actions trigger a taxable event and has the 24th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Richland area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Richland area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Richland, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Richland, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Richland financial advisors.
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How Retirement-Friendly is Richland, WA?

  • Population: 56,399
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $267,200
  • Average Monthly Housing Cost: $1,104
  • Average Household Income: $99,631
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)


The Top Financial Advisor Firms in Richland, WA


CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.

Website

(509) 943-1040

1334 Jadwin Avenue

Richland, WA 99354

SEC#: 801-111829
Years in Business: 3 years