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How Can Our Team Help You?
Welcome! It is my pleasure to introduce you to my team and share with you our philosophy for wealth management and retirement planning.
We believe wealth management is more than merely accumulating and preserving assets. As a family-owned, family-focused firm, our objective is to help our clients prepare for their family's financial future.
Whether your priorities include retirement, lifestyle, education, or estate planning, we will help you understand and implement strategies that align with your priorities. We will conduct an in-depth analysis of your finances, assist you in setting realistic goals, and help you invest wisely for your future. We can also show you the most effective way to transfer your estate and leave a lasting legacy for the ones you love.
We understand that making sense of financial jargon can sometimes be frustrating, and we strive to explain concepts in straightforward, everyday terms, making them easy to understand. We are also available via phone (253-838-3212) or e-mail (richard.nash@lpl.com) to answer any questions you have.
Click here to learn more about our team.
Click here to learn more about the services we offer.
We look forward to working with you.
Richard D. Nash
Chartered Retirement Planning Counselor (CRPC)
CRPC conferred by the College for Financial Planning
Meet Our Team
