Wenatchee Office

123 Ohme Garden Road

Suite 7
Wenatchee, WA 98801

Committed To Solutions

Our mission is to get to know you and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Treating our clients as if their business outcome matters to us is because it does. We want to be a partner in your success. The more we know about you or your business and about what your goals are, the more we can help. Your goals are important. And for most of us, they are in constant flux. Keeping us informed of those goals is imperative to our continued success together.

One of our primary goals is to develop a long-term, trusting relationship with you.

<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More
<p>How to Appeal Your Property Taxes</p>

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More

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