Kalama Financial Planners

in Kalama, WA

84
Financial Planners are
in Kalama

12
Financial Planners in Kalama
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Kalama Financial Advising Articles

Financial Advising reviews in Kalama

A

Rating
I have worked with
Kalama Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Kalama Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Kalama Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Kalama Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Kalama Financial Planners Provider Name Locked
,
Kalama Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Kalama Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Kalama Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Kalama Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Kalama Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Kalama Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Kalama Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Kalama Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Kalama Financial Planners Provider Name Locked
notified me that since
Kalama Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Kalama Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Kalama Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Kalama Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Kalama Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Kalama Financial Planners Provider Name Locked
. (
Kalama Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Kalama Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Kalama Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Kalama Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
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All Financial Planners in Kalama, WA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

Academy Mortgage

3000 SE 164th Avenue
Vancouver, WA

Academy Mortgage

10001 SE Sunnyside Road
Clackamas, OR

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allstate Insurance - Chris Gobel Agency

8235 SW Oleson Rd
Portland, OR

Allsup Inc

300 Allsup Pl
Belleville, IL

Alpine Mortgage Planning

12550 SE 93rd Ave
Clackamas, OR

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

Ameriprise Financial

9665 SW Allen Blvd
Beaverton, OR

Ameriprise Financial Services Inc

10220 SW Greenburg Rd
Portland, OR

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Brent Abney - AMERIPRISE FINANCIAL

1700 NW CIVIC DR
Gresham, OR

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

ClassAct

Beaverton, OR

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

COUNTRY Financial - Agent Ryan J. Lingle

1500 NW BETHANY BLVD
Beaverton, OR

Credit Repair Portland

503 W Burnside St
Portland, Or

Debbie Gardner State Farm

11711 NE 99th St, Suite 920
Vancouver, WA

Debt Relief NW Inc

202 SE 181st Ave. Ste 102
Portland, OR

DIANE LUCK PERSONAL ORGANIZER

3204 NE 27TH AVE
Portland, OR

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

Edge Multimedia

300 NW 8th Ave
Portland, OR

EDWARD JONES

4300 NE FREMONT ST
Portland, OR

Edward Jones

7326 N Leavitt Ave
Portland, OR

Edward Jones

1750 Blankenship Rd # 220
West Linn, OR

FIC Capital

205 SE Spokane St
Portland, WA

Financial Advisors - KMS

315 W Mill Plain Blvd Ste 200
Vancouver, WA

FINANCIAL NETWORK

124 N 1ST ST
Kalama, WA

first class Debt Consolidation

205 North Main Avenue
Gresham, Or

FIRST COMMERCE OF AMERICA

155 B AVE
Lake Oswego, OR

First Priority Financial NMLS 3257

1500 W 4th Ave Ste 410
Spokane, WA

Fluence

9430 SW Coral St
Portland, OR

Focus1 Insurance Group Inc.

3110 State St
Medford, OR

Freyman CPA, P.C.

40 Exchange Place
New York, NY

FUSION TAX & WEALTH MANAGEMENT

25275 SW Meadowbrook Ln
Sherwood, OR

Get and Stay Fit

4343 SE Francis St
Portland, OR

Gresham's Tax Settlement Advisors

77 Northeast 4th Street
Gresham, OR

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

HOMESTREET BANK

601 UNION ST
Seattle, WA

Human Investing

5335 Meadows Rd Ste 450
Lake Oswego, OR

Hyperion Pacific

Portland, OR

iBank

3090F Pullman St
Costa Mesa, CA

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

James W Flad CPA

PO Box 25345
Portland, OR

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Kathy Landers State Farm Insurance

6680 NE 159th Ave
Vancouver, WA

KNIGHT FINANCIAL

5885 Meadows Rd Ste 850
Lake Oswego, OR

Lettin & Company, Inc.

25415 SW Meadowbrook Lane
Sherwood, OR

Lori at Cascade Residential Mortgage Inc. 114537

10250 SW Greenburg Rd.
Portland, OR

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Matthew witten financial New York Life

8020 SW Pfaffle St.
Portland, OR

MBSI - DBA: Kiel Mortgage

19550 International Blvd Ste 203
Seatac, WA

NORTH STAR RESOURCE GROUP

4800 SW Macadam Ave
Portland, OR

Northwest Money Source

920 SW 6th Ave., Ste. 223
Portland, OR

Oregon Legal Center

2875 Marylhurst Dr.
West Linn, OR

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

PEARSON FINANCIAL GROUP

5665 SW MEADOWS RD
Lake Oswego, OR

Portland Debt Consolidation

214 Northwest 4th Avenue
Portland, Or

ROGERS FINANCIAL SERVICES

2895 S. BEAVERCREEK ROAD, SUITE 200
Oregon City, OR

S P Johnson Group

293 Mulberry St
Buffalo, NY

Simple Lending

1631 NE Broadway #514
Portland, OR

Sloy Dahl & Holst Inc

1230 SW 1st Ave.
Portland, OR

SMITH BARNEY

121 SW MORRISON ST
Portland, OR

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

SRM Advisors

6600 SW 92nd Ave
Portland, OR

Start Now Tools

6901 SW Florence Ln
Portland, OR

StoneRidge Wealth Management

8625 SW Cascade Ave
Beaverton, OR

Summit Financial Inc

615 Pasco Pl NE
Renton, WA

SV ACCOUNTING AND TAX SERVICES, LLC

604 E 16th ST
Vancouver, WA

TAX & FINANCIAL SOLUTIONS INC

151 SE 223RD AVE
Gresham, OR

The Borden Tax Law Group

4425 Northeast Broadway Street
Portland, OR

The Main Street Group

4510 Cox Road
Glen Allen, VA

The Retirement Income Center

470 Second Street
Lake Oswego, OR

Toews, Terrill & Associates

10220 SW Greenburg Rd
Portland, OR

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

UNITUS COMMUNITY CREDIT UNION

PO BOX 1937
Portland, OR

Vaerdi Financial

1001 SW 5th Avenue, Ste 1100
Portland, OR

Value Mortgage Inc- Lauren Green

5734 NE Cleveland Ave
Portland, OR

Waddell & Reed

16219 SE 12th Street Ste 203
Vancouver, WA

Young & Meyers PC

1580 Valley River Dr Ste 270
Eugene, OR

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