Small Business Owners

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? Here are some of the tools, products and services that we think will be useful to you:

Comprehensive financial planning for your personal life.
Asset management so that you can stay focused on your business.
Retirement plans suited to small businesses that are cost effective.

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.