White Raven Financial Services Employee Directory

Financial ServicesWashington, United States0-1 Employees

The chief concern of most investors is whether they have enough money to last through retirement. At White Raven Financial Services, we emphasize life planning; we want to help make the road to, and through, retirement a great journey. We work with individual investors and business owners to develop a financial plan. We listen to you and learn about your values, goals, dreams and risk tolerance. Then, with your help, we develop a plan. Working with a well thought out plan helps bring success. It clarifies the available options and helps to identify which goals can be achieved and which goals may need to be adjusted. We work on your investment portfolio to validate its strengths and to ensure that you pay the minimal amount of taxes and fees. We listen to your objectives and values to align your portfolio with them, including the options of sustainable investing, socially responsible investing, and impact investing. Our Mission at White Raven Financial Services is to be a knowledgeable, moral and ethical strength within the financial services field. Through education and fundamental research, we continually strive to present clients with the information necessary to make informed choices that enhance their financial growth and stability. Securities and advisory services offered through KMS Financial Services, Inc. Check the background of this investment professional on FINRA's BrokerCheck http://brokercheck.finra.org

Sign up for free to view info

Company overview Email format