CLIENT PORTAL

FINANCIAL
PLANNING PORTAL

COMPREHENSIVE FINANCIAL
PLANNING CLIENT PORTAL

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WEALTH
MANAGEMENT ACCOUNTS

INVESTMENT ACCOUNTS THROUGH
EAGLE OR NYLIFE SECURITIES

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NEW YORK
LIFE ACCOUNTS

LIFE INSURANCE, ANNUITIES, LONG-TERM CARE, AND DISABILITY POLICIES THROUGH NYL

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“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”

— PABLO PICASSO —

YAKIMA OFFICE

3901 Kern Rd, Suite 100
Yakima, WA 98902

Scheduling: (509) 902-3653 x100
Service: (509) 902-3661 x101
Planning: (509) 902-3684 x104
Main Office: (509) 902-3670
Fax: (509) 210-0387

SPOKANE OFFICE

601 W Riverside Ave, Suite 1600
Spokane, WA 99201

Office: (509) 902-3670
Fax: (847) 317-0127