Our office in University Place contains several registered professionals that work together on your financial and personal matters. Our team is well equipped to provide you with the appropriate knowledge and advice in multiple areas of Financial Planning, including 401k Rollovers, Retirement Income Planning, Investments, Asset Allocation, Investment Advisory Services, Retirement Plans, Traditional and Roth IRAs, SEP and SIMPLE Plans, Solo 401k's, Retirement Income Strategies, Income and Estate Tax Planning, Risk Management and Tax Diversified Income Planning.
- Chieko Maclean is a Certified Public Account and has been in the tax business for over 20 years.
- Eric Maclean is an Investment Advisor Representative and Registered Representative who holds the Chartered Financial Consultant (ChFC) designation.
- Jim Garrison is an Investment Advisor Representative and Registered Representative