Importance of financial planning in Washington

Seattle Children's Department of Adolescent Medicine, located at 4540 Sand Point Way Northeast in Seattle, Washington, is a specialized health institution dedicated to providing comprehensive care for adolescents and young adults. Our multidisciplinary team consists of medical providers, nurses, dietitians, and social workers who collaborate to address the physical and emotional needs of patients from puberty through early adulthood. Our Adolescent Medicine clinics focus on five key areas: mental health, reproductive and sexual health, substance use prevention, gender-affirming care, and biofeedback for chronic pain and stress management. We offer specialized treatment for conditions such as eating disorders, gynecological issues, and reproductive health concerns.

Principal Financial Group is an insurance agency located at 207 North 1st Street, Yelm, Washington, United States. Discover how insurance can help you protect what matters most to you. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so that your loved ones can keep moving forward no matter what happens. Dedicate part of each paycheck to big goals like retirement or education in accounts tailored for the long term. Feel confident about investing with us. Meet your money goals with a partner in your area and take 8 simple steps to help your money adapt as life changes. We offer resources to help you navigate the 5 challenges workers may face in retirement planning. Research our firm with FINRA's BrokerCheck and know that Apex Clearing Corporation is not affiliated with any member of the Principal Financial Group®. Principal® SimpleInvest portfolios are made up primarily of Principal® products, including affiliated mutual funds and ETFs. Refer to the Form ADV for Principal Advised Services, LLC for important information about Principal® SimpleInvest and its services, fees, and related conflicts of interest. Remember that all investments have inherent risks and investing in Principal® SimpleInvest portfolios does not guarantee profit or protect against loss. The Retirement Wellness Planner information and Retirement Wellness Score are based on inputs and financial assumptions and are not a financial plan or investment advice from any company of the Principal Financial Group® or plan sponsor. Individual results may vary, so participants should regularly review their savings progress and post-retirement needs. Insurance products are issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co, with plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., and securities are offered through Principal Securities, Inc., a member of SIPC and/or independent broker-dealers. The Principal Financial Group® is based in Des Moines, IA 50392.

Principal Financial Group is a finance and insurance agency located at 4301 South Pine Street in Tacoma, Washington, United States. Our mission is to help you protect what matters most through insurance solutions. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Protect your life and wages with our services so that your loved ones can continue to thrive. Dedicate part of your paycheck to long-term goals like retirement or education with our tailored accounts. Feel confident about investing in your future with our guidance. Meet your money goals with a partner in your area and navigate life changes with our simple steps. Research our firm with FINRA's BrokerCheck for transparency. Please refer to our Form ADV for important information about our services, fees, and related conflicts of interest. Remember, all investments have inherent risks. Plan for retirement with our Retirement Wellness Planner and take charge of your financial future. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co. We are a member of the Principal Financial Group, based in Des Moines, IA.

AllStar Financial Insurance is a health insurance agency located at 9805 Northeast 116th Street in Kirkland, Washington, United States. Our team believes in providing top-notch service and the best products to ensure that our clients are protected during difficult times. With a free initial consultation, we strive to find the right plan with the right provider for you. After facing health issues personally, we understand the importance of having proper protection in place. Let us simplify your insurance buying decisions and help you navigate through life's challenges. Contact us today for a no cost consultation and experience the difference of working with an ALLSTAR!

Christine Jackson, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 3560 Bridgeport Way West in University Place, Washington, offers a wide range of insurance options from Bankers Life and other reputable companies. As a Top Women Financial Advisor at Bankers Life, Christine can assist you in comparing Medicare Advantage plans to find the right coverage for your needs. With the rising cost of healthcare and the increasing importance of long-term care planning, Christine is here to help you prepare for the future. Contact Christine Jackson today to start planning your next steps towards financial security and peace of mind.

Danielle Foglein, Bankers Life Agent and Bankers Life Securities Financial Representative in University Place, WA, offers a comprehensive range of insurance products from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage to meet your needs. With options including prescription drug coverage and low monthly premiums, we strive to make healthcare more affordable and accessible for our clients. In addition, we understand the importance of planning for long-term care and are here to guide you through the process. Visit us at 3560 Bridgeport Way West to start planning for your future today.

Principal Financial Group is a finance and insurance agency located at 6020 Main Street Southwest, Lakewood, Washington, United States. We offer a range of insurance products to help you protect what matters most to you. From tax forms to retirement planning, we are here to answer your top financial questions with just a few clicks. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Our goal is to help you protect your life and wages so that your loved ones can continue moving forward no matter what happens.

Heritage Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 308 West Gates Street in Mount Vernon, Washington, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and guidance. Please visit our website for more information on our corporate entities, disclosures, and privacy and security policies. We look forward to helping you and your loved ones secure a more stable financial future. Contact us today to schedule a consultation.

North Harbor Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1140 10th Street in Bellingham, Washington, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. During the initial consultation, we will discuss what is most important to you, offering an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Our website provides important disclosures, rules, and regulations to ensure privacy and security for our clients. We appreciate referrals and look forward to helping your friends and family members with their financial planning needs. Contact us today to schedule a consultation and start planning for a secure financial future with Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Advitica Financial Planning is a finance institution located at 2709 Hampton Court Southeast, Olympia, Washington, United States. At Advitica Financial Planning, we prioritize listening to our clients to truly understand their needs, values, and goals in order to develop a customized financial plan. As Certified Financial Planners, we provide expert advice on various financial topics such as investments, retirement, taxes, risk management, and estate planning. Our goal is to help our clients achieve their financial goals and live the life they desire by continually delivering outstanding options and solutions. As a fee-only, fiduciary firm, we never charge commissions and always act in the best interest of our clients. We believe in building trust through clear explanations of fees and potential conflicts, ensuring that our clients understand how we serve them and how we are compensated.

Merrill Lynch Financial Advisor Sam Lantow is a finance institution located at 111 Market Street Northeast, Olympia, Washington, United States. At Lantow Witten Wealth, the focus is on high-net-worth families and retirement needs of Washington state employees. The team at Lantow Witten Wealth believes in providing personalized service and care to every client. They work with clients to design goals-based financial approaches to help them reach their most important financial goals. The institution offers investment insights from Merrill and banking solutions from Bank of America to develop customized wealth management approaches. The team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they help clients build and document personalized plans centered on their goals. The team understands that life and financial markets can change over time, and they work with clients to stay on track and achieve what's most important to them. By getting to know clients personally and understanding their priorities, the team helps create financial approaches that reflect their personalities. The institution offers a range of services, including investment strategies, financial solutions, and personalized advice to help clients live their best financial lives.

Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC is a finance institution located at 15609 Southeast Mill Plain Boulevard in Vancouver, Washington, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations during this meeting. While Ameriprise Financial cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. Our website contains important disclosures, rules, and regulations, as well as information on privacy and security. We are a member of FINRA and SIPC, ensuring that your investments are protected. If you refer your friends or family members to us, we will reach out to them to help them achieve their financial goals. Thank you for considering Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC for your financial needs.

Scott Leger - Fiduciary Financial Advisor is a finance institution located at 6100 219th Street Southwest, Mountlake Terrace, Washington, United States. We are dedicated to providing comprehensive financial services to help you and your loved ones achieve financial security and peace of mind. Our services include retirement planning, investment management, estate planning, tax mitigation, and more. Scott Leger, the founder of Seattle Fiduciary Advisors, is a licensed financial advisor who is passionate about helping clients navigate the complexities of their financial lives with confidence and clarity. We offer a wide range of investment planning, retirement planning, tax mitigation, educational family planning, business succession planning, and advisory management services. Advisory services are offered through REAP Financial Group, LLC, an SEC registered investment advisor, while Seattle Fiduciary Advisors operates independently. We prioritize the best interests of our clients and strive to provide personalized solutions tailored to their unique financial goals and circumstances. Please note that investing in securities involves risk and insurance products should be carefully considered before purchasing. Visit our website for more information on our services and to access important financial disclosures.

AGP Wealth Advisors - Ameriprise Financial Services, LLC is a leading finance institution located at 126 Wells Avenue South, Renton, Washington. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, our team is dedicated to helping clients achieve their financial goals. We offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. We work closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can easily access their investments and accounts from any device, track progress towards their goals, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Ameriprise financial advisors are registered to do business in certain U.S. states, and we adhere to strict privacy and security regulations to protect client information. Contact us today to discuss what's most important to you and start planning for a secure financial future.

Greenfield Financial Advising, located at 701 5th Avenue in Seattle, Washington, is a finance institution that is a member of D.A. Davidson & Co., member SIPC. Their motto is "Envisioning Your Financial Future: Stronger. Smarter. Better." They offer securities, investment services, annuity, and insurance products through D.A. Davidson & Co. While clients can discuss taxes, accounting, and estate planning with their D.A. Davidson Financial Professional, the institution does not provide tax, accounting, or legal advice. Clients are advised to verify all information with their own tax advisor, accountant, or attorney. The Financial Professionals at Greenfield Financial Advising are registered and licensed to transact business only in certain states and jurisdictions. Not all securities, products, and services mentioned may be available in every state. The information on their website is not investment advice and does not constitute an offer. It is important to note that neither the information nor any opinion on their site constitutes a solicitation or offer to buy or sell securities or provide investment advice. Some content on their site is provided by a third party and may not necessarily reflect the expertise of their Financial Professionals. For more information, visit their website and check the background of their investment professionals.

Northwest Retirement Plan Consultants, located in Puyallup, Washington, offers innovative solutions and personalized service for retirement planning. With a focus on tailored plans to meet client objectives, our staff evaluates employer goals, demographics, budgets, and motivations for starting a retirement plan. We understand the importance of balancing business growth with taking care of employees' retirement needs. With expertise in Defined Benefit and Cash Balance plans, we serve over 800 local businesses in the Pacific Northwest. Our services extend to other administration firms in need of actuarial staff, and we provide compliance testing, contribution calculations, and annual reporting and disclosures. Our administration also includes record maintenance, governmental filings, and the preparation of employer and employee reports and statements. Let Northwest Retirement Plan Consultants help you secure your financial future.

AME Planning and Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 915 118th Avenue Southeast, Bellevue, Washington, United States. They have been recognized as a recipient of the Ameriprise Client Experience Award in 2023. The institution offers personalized financial planning services tailored to individual goals and risk tolerance. They provide investment recommendations, asset allocation strategies, and portfolio management to help clients achieve their financial objectives. AME Planning and Wealth Management emphasizes the importance of multi-generational financial planning, ensuring that every family member's unique goals are addressed. They offer financial literacy education and engage in meaningful conversations with each generation to create personalized strategies for education, retirement, and personal investments. The institution's advisors are dedicated to providing exceptional client service and one-to-one financial advice.

Merrill Lynch Financial Advisor Traci Bumpus, located at 10400 Northeast 4th Street in Bellevue, Washington, offers personalized wealth management services supported by the global capabilities of a prestigious institution. With a focus on a limited number of clients, Traci provides tailored attention to all aspects of your financial life, both now and for future generations of your family. By understanding your unique financial picture and goals, Traci can create a flexible strategy to navigate changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Traci follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your goals is developed. As a Financial Advisor, Traci prioritizes your family, goals, and priorities, adapting your financial strategy as your life evolves. By engaging in meaningful conversations and understanding your values, Traci can help you make informed investment decisions to achieve your financial goals.

Jana R Pasma is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 300 South 1st Street in Mount Vernon, Washington, United States. As a finance institution, we prioritize your individual goals and personal risk tolerance to provide investment, asset allocation, and portfolio recommendations. We document your goals, meet regularly to review progress, and update your approach as life changes. You can access your investments and accounts securely from any device. We offer complimentary initial consultations to discuss your financial future and provide an overview of financial planning concepts. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Jana R Braaten is registered to conduct securities business in specific states - please refer to FINRA's BrokerCheck website for more information. Let's meet to discuss what's most important to you and work towards achieving your financial goals.

Guy Clements - Financial Advisor at Ameriprise Financial Services, LLC, located at 300 South 1st Street in Mount Vernon, Washington, is an Ameriprise Platinum Financial Services® Advisor and part of the Soundview Financial Group, recognized as one of Forbes Best-in-State Wealth Management Teams in 2024. With a focus on personalized financial advice, Guy Clements helps clients prepare for their financial goals, whether it's saving for college, planning for retirement, or making smart investments. By understanding what is truly important to each client, Guy provides guidance to help them feel more confident and in control of their financial future. With a commitment to helping clients navigate common retirement questions and challenges, Guy encourages individuals to explore the Retirement InteractiveSM tool to address concerns about income, market fluctuations, and inflation during retirement. Those interested in a complimentary initial consultation can take the first step towards a more secure financial future with Guy Clements at Ameriprise Financial Services, LLC.

Merrill Lynch Financial Advisor Matthew Thomas Crawford, located at 2950 Newmarket Street in Bellingham, Washington, is a dedicated and experienced finance institution committed to building strong relationships with clients. Matthew focuses on understanding each client's unique financial situation, goals, and priorities to create a personalized wealth management approach. With access to the investment insights of Merrill and the convenience of Bank of America, he helps clients address various aspects of their financial lives. Matthew is passionate about delivering excellent service and helping clients achieve their financial goals. He believes in the importance of community involvement and is dedicated to making a difference in the lives of families and organizations. With a focus on personalized service, Matthew and his team at Merrill Lynch Wealth Management work to help clients pursue their financial goals while managing investment risk. Whether planning for retirement, saving for a home, or funding education, Matthew is committed to helping clients achieve their goals and stay on track, no matter how life or the markets may change. With a personalized investment approach tailored to each client's unique needs, Matthew and his team are dedicated to helping clients live their best financial lives.

Soundview Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 300 South 1st Street in Mount Vernon, Washington, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what's most important to you. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. We adhere to strict rules and regulations to ensure the privacy and security of your information. Feel free to refer your friends or family members to us for assistance with their financial needs. Contact us today to schedule a meeting and start planning for your financial future. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Jana R Braaten is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 300 South 1st Street, Mount Vernon, Washington, United States. Specializing in finance, Jana offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device, with regular meetings to review and adjust strategies as needed. Jana provides a complimentary initial consultation for new clients, discussing financial planning concepts and offering insights into the current market trends. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through FINRA and SIPC. Residents of select states can conduct securities business with Jana, who values referrals and is committed to helping clients achieve their financial goals. Visit the website for more information on privacy, security, and important disclosures.

Merrill Lynch Financial Advisor Benjamin E Witten is a finance institution located at 111 Market Street Northeast, Olympia, Washington, United States. At Lantow Witten Wealth, the focus is on meeting the investment needs of high-net-worth families and retirement needs of Washington state employees. The institution believes in providing personalized service and care to every client, placing them at the center of the wealth management process. The team collaborates with clients to design a goals-based financial approach to help them reach their most important financial goals. The institution offers personalized wealth management services, utilizing investment insights from Merrill and banking solutions from Bank of America. By understanding clients' goals and priorities, the team helps develop a customized financial approach to address their financial needs. The institution emphasizes the importance of building strong client relationships based on trust and personalized service. With the Merrill Personal Wealth Analysis™, clients can create a personalized plan centered on their goals and focused on achieving what matters most to them. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach to pursue their goals. By staying informed and regularly reviewing clients' goals and progress, the team aims to help clients stay on track to achieve what's most important to them. Let Merrill Lynch Financial Advisor Benjamin E Witten help you create a financial approach that reflects your personality and priorities, tailored to help you achieve your goals.

Ted Schwarz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3929 Martin Way East, Olympia, Washington, United States. Ted Schwarz offers expert financial advice and guidance to help clients achieve their financial goals. Background and qualification information can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure and offers consultations to discuss important financial planning concepts. Ted Schwarz is registered to conduct securities business in certain states. Ameriprise Financial Services, LLC cannot guarantee future financial results. The institution is a member of FINRA and SIPC, ensuring the highest level of professionalism and security for clients. Reach out to Ted Schwarz for assistance in navigating the current bull market rally and achieving your financial objectives.

Bank of America Private Client Advisor David P Moss, located at 101 East 6th Street in Vancouver, Washington, is a finance institution that offers personalized wealth management services to high-net-worth individuals, families, and entrepreneurs. David Moss, a Managing Director at Bank of America Private Bank, leads a team of specialists who work together to design and implement tailored financial strategies, including investment management, trust and estate planning, lending, and private philanthropy. With nearly three decades of experience in private wealth management, David and his team prioritize the goals and needs of their clients, utilizing local resources and national capabilities to help them achieve their financial objectives. The team at Bank of America Private Client Advisor David P Moss is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client's unique situation before creating strategies that aim to meet their needs, goals, and best interests now and in the future. With a history of over 200 years, Bank of America Private Bank has helped clients navigate the complexities of managing significant wealth, drawing on a personalized approach and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial goals.

Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC, located at 100 2nd Avenue South, Edmonds, Washington, United States, is a finance institution that offers personalized advice to help individuals reach their financial goals. With a range of flexible lending solutions, personalized portfolio recommendations, and protection from uncertainty, Ameriprise aims to assist clients in achieving their financial aspirations. The institution's financial advisors are registered in certain U.S. states and adhere to strict regulations outlined by FINRA. By providing personalized advice and solutions tailored to individual needs, Ameriprise strives to support clients in navigating the complexities of financial planning. Additionally, Ameriprise offers consultations to discuss important financial matters, such as purchasing a new home, renovating existing properties, managing cash flow, or making major purchases. With a focus on building diversified portfolios and addressing uncertainties, Ameriprise aims to help clients make informed decisions about their financial future.

Scott Davis, a financial advisor at Ameriprise Financial Services, LLC, located at 152 3rd Avenue South, Edmonds, Washington, is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Scott Davis and his team provide expert financial guidance to individuals looking to secure their financial future. As a trusted wealth manager, Ameriprise Financial has been recognized for its excellence in the industry. By offering complimentary initial consultations, Scott Davis aims to provide an overview of financial planning concepts and help clients take the next step towards a more confident financial future. With a range of investment products and services available through Ameriprise Financial Services, LLC, clients can rest assured that their financial needs will be met with professionalism and expertise. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Scott Davis is here to help you navigate the complexities of the financial world. Contact Scott Davis today to schedule a meeting and discuss what's most important to you. Please note that securities business can only be conducted with residents of states in which the advisor is properly registered, so be sure to check FINRA's BrokerCheck website for more information. Invest in your future with Scott Davis and Ameriprise Financial Services, LLC.

Jordan Prince is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 10950 Northeast State Highway 104 in Kingston, Washington, United States. As part of The Latitude 48 Group and recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, Jordan specializes in providing personalized financial solutions tailored to individual goals and risk tolerance. Clients can expect investment recommendations, asset allocation strategies, and portfolio management to help achieve financial objectives such as retirement planning, education funding, or major purchases. Regular reviews and updates ensure that clients stay on track with their financial goals, with the ability to access investment information and track progress securely from any device. Jordan Prince is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Those interested in learning more or scheduling a complimentary initial consultation can reach out to discuss their financial needs and objectives.

Russell Kurt Darneille is a financial advisor at Ameriprise Financial Services, LLC, located at 2702 South 42nd Street, Tacoma, Washington, United States. With a focus on personalized financial advice, Russell takes the time to understand your goals and help you prepare for the expected and unexpected things in life. Whether you are saving for college, planning for retirement, or making investments, Russell can provide guidance to help you feel more confident and in control of your financial future. If you have questions or would like to schedule a complimentary initial consultation, Russell is available to assist you. You can also visit FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is also available for your reference.