Retirement Planning in Kennewick, WA


Are you ready to explore your future and create a road map to get there?

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1 in 4 Americans are afraid they may outlive their money. Working with an expert may help prevent poor decisions and financial mistakes that may be irreversible. (The Washington Post)

Our simple process will help you be confident about your financial future...

Money decisions affect everything. Leverage and lean on our experience to discover solutions that may work for you. Our team will help you create an easy to follow plan, guiding you to a safer, more secure retirement.

ENGINEER THE RETIREMENT
LIFESTYLE YOU WANT

Start with our life planning toolkit...

Can you retire on time? Or maybe even early?

Start sharing your Story with Pacific Crest Planning today. Planning for YOUR LIFE in retirement does not have to be tedious or overwhelming. Our simple, proactive approach will help you to KNOW YOUR NUMBER while helping create your life plan.

We coach you to create clarity in many areas:

  • Investments
  • Insurance
  • Taxes
  • Pension
  • Social Security
  • Healthcare in Retirement
  • Business Owner Succession Planning
  • Estate & Legacy Options

We create simple financial plans for people from all walks of life. When working with us you will benefit significantly from our extensive experience Improving the lives of business owners, medical professionals and Hanford Area Workers.

START YOUR LIFE PLAN

Enter your information below to start your plan.