Our Company

Welcome! It is my pleasure to introduce you to my team and share with you our philosophy for wealth management and retirement planning.

We believe wealth management is more than merely accumulating and preserving assets. As a family-owned, family-focused firm, our objective is to help our clients prepare for their family’s financial future.

Whether your priorities include retirement, lifestyle, education, or estate planning, we will help you understand and implement strategies that align with your priorities. We will conduct an in-depth analysis of your finances, assist you in setting realistic goals, and help you invest wisely for your future. We can also show you the most effective way to transfer your estate and leave a lasting legacy for the ones you love.

We understand that making sense of financial jargon can sometimes be frustrating, and we strive to explain concepts in straightforward, everyday terms, making them easy to understand. We are also available via phone (253-838-3212) or e-mail (richard.nash@lpl.com) to answer any questions you have.

We look forward to working with you.

Richard D. Nash
Chartered Retirement Planning Counselor (CRPC)

CRPC conferred by the College for Financial Planning

 

ABOUT LPL FINANCIAL
LPL Financial is one of the nation's leading financial services companies and a publicly-traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.​