Honest • Objective • Experienced
Whole Family Financial Services, Inc. provides comprehensive consulting and wealth management services to families, small businesses and individuals seeking financial guidance.
Our approach is based on a relationship,
not a product, and we strive for that relationship to be long term, collaborative and enduring of the ups and downs of financial markets as well as the trials and tribulations of life.
We focus on multi-generational financial planning, plan implementation and progress monitoring in pursuit of our clients’ personal, long-term vision and financial goals.
Barely anytime to manage your finances? Does money seem to just disappear? Are you worried about not saving enough?
Do you want to learn more about financial planning and how the investment world works? Not sure who you can trust?
Do you work long hours and place a high value on leisure time? Is your money working as hard as you do?
Too busy to effectively manage your own money? Do you need help with a business succession plan? Are your employees clamoring for a retirement plan?
Time to focus on the second half of life! You’ve accumulated some wealth but wonder if it will be enough.
Transitions – divorce, career changes, widowhood – are stressful. Getting help with your finances will keep you moving forward.
“I am grateful for the blessings of wealth, but it hasn’t changed who I am.
My feet are still on the ground. I’m just wearing better shoes.”
-Oprah Winfrey
Series 65-Registered Investment Advisor
Series 24-General Securities Principal
Qualification
Series 7-General Securities
Series 63-State Securities
Whole Family Financial Services, Inc. is an independent, privately owned Investment Advisory firm registered with Washington State Department of Financial Institutions. Advisory services are offered by Whole Family Financial Services, Inc. This website and other services offered by Whole Family Financial Services, Inc. are not intended for distribution to, or use by, persons or entities in any jurisdiction or country where such distribution would be contrary to law or regulation, or which would subject the company or its associates to registration requirements within such jurisdiction or country. Information on this site should not be construed as an offer to buy or sell securities or other financial instruments, or to provide investment advice or services.
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