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Kimball Creek Partners

917 Pacific Ave #405
Tacoma, WA 98402 800-493-6195

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LPL Financial

621 Pacific Ave #216
Tacoma, WA 98402 253-272-5800

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Merit Financial Advisors

1919 N Pearl St #B2
Tacoma, WA 98406 253-272-7058

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Northwestern Mutual

1201 Pacific Ave #500
Tacoma, WA 98402 253-680-7810

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John Unterreiner - Oct 21, 2023

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RBC Wealth Management

1201 Pacific Ave #1500
Tacoma, WA 98402 253-274-4340

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Senior Retirement Advisors

4301 S Pine St #628
Tacoma, WA 98409 253-565-0421

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Janet Pack is knowledgeable, empathetic, creative, and humorous. She has come... - Jan 23, 2021

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Sound Credit Union

9911 Pacific Ave
Tacoma, WA 98444 253-383-2016

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Sound Outreach

1116 S 11th St
Tacoma, WA 98405 253-593-2111

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Stolz & Associates

3102 Ruston Way #A
Tacoma, WA 98402 253-272-3441

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'Boutique' firm. They take the time needed with their clients. - Jul 12, 2022

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Tacoma Investment Group

PO Box 7002
Tacoma, WA 98417 253-761-8494

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Westgate Capital Consultants HUB International

3560 Bridgeport Way W #3-G
University Place, WA 98466 253-759-0100

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Always there for us when we have questions. - Feb 16, 2024

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.