KYLE BLODGETT

Partner | CFP®

Kyle helps people protect and plan their financial futures, especially with retirement planning. He choose to focus his expertise in the following areas:

1. Both inside (O&E and HAMTC) and outside the fence (Bechtel, AECOM/URS, Lockheed Martin, Areva, former Fluor, various subcontractors…) Hanford Area workers. Kyle has an intimate knowledge of the various benefit and retirement plans offered to Hanford Area employees and enjoys the opportunity to guide these individuals in how to best use their benefits for a successful retirement.

2. Energy Northwest employees. Energy Northwest employees have to navigate both the complexity of their 401(k) and the Washington State PERS system. Kyle has helped many Energy Northwest employees develop solid retirement and financial plans and would love to show you how to leverage his knowledge and experience for your planning needs.

3. Battelle/PNNL employees. PNNL makes significant contributions to our local community, federal government, and national commerce through its innovation and discoveries. One of Kyle’s most rewarding jobs is to help PNNL employees prepare for and enjoy retirement using evidence-based, scientific approaches to integrating their retirement benefits, investments, social security, and pensions to create a robust, secure retirement plan.

4. Washington State PERS, TRS, and SERS employees. DRS benefits have a unique set of rules. Kyle is fortunate enough to have worked with many PERS, TRS, and SERS plan participants and can help you understand your benefits and create a financial plan that uses them to help you have a successful retirement.

5. Business Owners. Business owners face a challenging retirement planning landscape. Kyle has extensive experience in helping business owners create a personal financial plan that guides them to retirement as well as helping them establish retirement plans for their company to help the owner save for retirement, receive tax advantages, and assist employees in their retirement savings.

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