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.

SOLUTIONS AND SERVICES:

Planning

  • Financial planning services
  • Retirement planning services
  • Pension Payout alternatives
  • Estate conservation strategies
  • Charitable giving strategies
  • Education funding strategies

Investments

  • Advisory accounts/mutual funds
  • Variable annuities/fixed annuities
  • 401(k) rollovers/IRA consolidation
  • Pension transfers/rollovers
  • 401(k)/403(b)/457 implementation

Protection

  • Life insurance
  • Disability income insurance
  • Long term care insurance
  • Mortgage protection (through life and disability insurance)

 

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

Securities offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor.

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