Since 2005 we have provided wealth management and planning services to individual and small business clients. We start with a complimentary meeting to determine if our services meet your needs and then look more closely at risk tolerance, investments, Social Security benefits, and estate planning to fully understand your situation. Ultimately, our mission is to provide personalized wealth management and sound advice. We look forward to working with you.
If you would like to know more about KMS Financial Services, the broker/dealer with which we are affiliated, you may visit their website at www.kms.com. KMS has served individual investors in the Northwest since 1971 and is licensed in all fifty states.
Charles D. Tompkins, CFP President