Seattle Office

Our Seattle office is located in Renton, WA.  Twenty minutes southeast of Seattle and fifteen minutes south of Bellevue. Located on Lake Washington Blvd off the 405 highway, five minutes from the Renton Landing. Free onsite parking.


3318 Lake Washington Blvd. N
Renton, WA 98056

Financial consultant reviews investments with a couple


What To Bring

  • Latest tax return
  • Bank account statements
  • Non-retirement investments
  • IRA and Roth IRA investments
  • Workplace savings investments:
    • 401(k)
    • 403(b)
    • Pensions
    • Simple IRA
    • SEP IRA
  • Annuities
  • Wills or trusts
  • Cash-value insurance policies
  • General idea of monthly expenses
  • Any other documents you feel might be relevant to your financial goals