Blanchard Wealth Solutions

CONNECT

Address:

1406 SE 164th Avenue, Suite 101
Vancouver, WA 98683

Phone:

(360) 787-2700

Fax/Other:

(360) 787-2702

Our Services

Our main focus is holistic and comprehensive financial planning. This is a detailed process of determining your financial goals and objectives, putting together a roadmap covering the six major areas of your financial life, holding you accountable, and monitoring the plan to help make sure you stay on track.

We also provide individualized advice and solutions for a specific goal or need, such as wealth accumulation, retirement income, or family protection.

We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

  • Fee-Based Financial Planning
  • Advisory based wealth management platforms
  • Fixed Annuities, Variable Annuities
  • Retirement Income Planning and Strategies
  • 401(k) Rollovers
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Executive Benefits
  • Group Benefits
  • IRA Consolidation/Rollovers
  • Life Insurance
  • Long-Term Care Insurance
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds, Exchange Traded Funds
  • Separately Managed Accounts
  • Non-Traded Real Estate Investment Trusts
  • Non-Traded Business Development Companies
  • 401(k), 403(b), 457 plan design and implementation

Please e-mail us to schedule an appointment or call our office at 360-787-2700.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck