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Financial Plan

(5)

“You pay a single, very reasonable annual fee, regardless of the size of your account, or the number of buy, sell or trades.”

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Money Maven Financial

(19)

Financial Planning, Insurance Services, Investment Management

“I love working with Nicole, she is practical, meets you where you currently are financially, provides education and greats ways for you to meet your goals.”

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Steele Financial Services

“We manage investments holistically based on a comprehensive financial life plan. We specialize in offering sustainable and responsible investing (SRI) with environmental, social, and governmental (ESG) screens. With options such as fossil fuel free p...”

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Safe Harbor Legal Solutions

(16)

The Future
Estate Planning
Felt

“We have very successfully worked with Phil George and Safe Harbor to review and revise pour 20 year old trust and associated documents and are pleased to have completed everything and have our documents properly signed.”

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Clarity Capital Management

(4)

Bookkeeping and Payroll, Financial Planning, Estate Planning

“Their willingness to stay open and continue working during the covid-19 crisis, including extended hours on my file, speaks volumes to their care and dedication towards the well-being and security of the clients they serve.”

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Whatcom Credit Restoration

(4)

“She gets them on the right track and is consistently updating me on the progress in order to help them purchase or refinance their home.”

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Arvid Garnaas CPA P.S.

(2)

“Arvid has been my CPA for over 30 years and is professional and is always there to help.”

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Saturna Capital Corporation

(2)

Investment Management Accounts, Financial Planning

“Spoke to someone on the phone very polite and knowledgeable”

FAQs

What is probate?

Probate is the legal process of "proving" a Will, which includes: 1) a court determining that a Will is valid, 2) paying any debts from the deceased's estate, and 3) distribution of assets in accordance with the terms of the Will. Probate assets are subject to probate costs, estate taxes and, in some states, inheritance taxes. Costs can include legal and executor fees, court costs, and appraiser fees.

What can a Trust do that a Will cannot?

In addition to reducing probate costs and expediting estate settlement, Living Trusts or Testamentary Trusts can provide additional estate tax advantages, as well as asset control. They are particularly useful if you have significant assets and want to provide for your grandchildren, minor children or beneficiaries who are unable to manage assets on their own.

What might the tax advantages be for using a Trust?

Federal estate taxes have marginal tax brackets that start at 18% and go as high as 35% for larger estates. There is also the possibility of state-imposed inheritance tax. If you plan ahead using a Trust, in many instances you can greatly reduce or even eliminate these taxes.

How do I decide which sort of Trust to use?

There are many different types of Trusts and many factors that need to be considered in deciding which one is right for you, including beneficiaries, Trust asset amount, estate tax reduction, asset distribution, and the amount of control you want. You, your attorney and/or your financial advisor should work together to determine which Trust is best for you.

We do have more answers on the FAQ page on our website.

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Salish Wealth Management

(5)

Estate Conservation, Managed Portfolios, Small Business Retirement Accounts

“She has always gone above and beyond to take care of me financially, from regularly updating me on the status of my portfolio or explaining where I stand in a way that is thorough but easy to grasp.”

Featured

Financial Planner Bellingham, WA Salish Wealth Management is a full-service financial firm in Bellingham, WA. Salish Wealth Management is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized portfolio management strategy, and walk alongside of you as those goals are accomplished. Salish Wealth Management 2122 Barkley Blvd Suite 200 Bellingham, WA 98226...

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Lentz & Associates

“We are a full-service Accounting firm licensed in WA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”

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West Invest

(4)

Wealth Management, Cash Flow Planning/Debit Management, Risk Management

“The team has been quick to respond to every question, explained clearly the plan they have to keep our investments growing and we couldn't be more pleased with the results.”

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Gregory J Campbell CPA PS

Tax Services, Money Management Advising, Business Consulting

“I'm Gregory J. Campbell, a Fairhaven-based certified public accountant serving clients in Whatcom and Skagit counties. I provide tax planning and preparation, business consulting and money management advising. My passion is showing people how to have...”

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Brumfield Franks Tax & Accounting

(8)

Business Solutions, Bookkeeping, Financial Planning

“We have been using Brumfield Franks Tax & Accounting since we first started our plumbing business, and it is one of the best decisions we have ever made.”

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Capstone Wealth Advisors - Bellingham

“Capstone Wealth Advisors are bound to the fiduciary standard and are legally obligated to act in the best interest of our clients as required by the Securities and Exchange Commission (SEC). A Fiduciary Advisor is someone who acts on behalf of anothe...”

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Wealthmark

“Most investment managers allocate capital based on return targets. Although this might sound like a reasonable goal, no investor can force markets to meet specified return targets. We invest based on risk exposures and our client's ...”

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Trail Financial Planning

(2)

What Is Going On For You?, Service Models, Investment Management

“He talked us through the ins and outs of college financing, the FAFSA, which sources of money to use first, and suggested tweaks to our strategy as we come up to the start line.”

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Spinnaker Financial

“With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For...”

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First Class Tax Service

Representation Services, Compliance Services, Tax Preparation For Businesses

“We are a boutique firm based in the vibrant Houston, Texas area, extending our broad range of services virtually to business owners and independent professionals nationwide.”

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Salish Wealth Management

(4)

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“I know that he is a generous member of our community and makes it a point to give back to many non-profits in our community.”

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Waycross Investment Management Company

Personal Asset Management, Professional Coordination, Financial and Retirement Planning

“Waycross does not conduct business through any social networking or job placement websites, including LinkedIn. Any correspondence via social networking services such as LinkedIn claiming to be from an officer or employee of Waycross seeking to obtai...”

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Multigen Wealth Services

Retirement Planning, Wealth Management, Guided Wealth Portfolio

“Craig is a dedicated Wealth Services Professional with over a decade of service to high net-worth families and successful business owners. He is a Chartered Retirement Planning Counselor trained to understand the individual needs and goals of each cl...”

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NW Straits Financial Services

“NW Straits Financial Services LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized response...”

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Sentinel Wealth Management

“Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. a...”

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Consilium Financial

“Having a financial plan in place for your future can bring the confidence that you desire. A good plan based in your values, that encompasses your dreams, and flexes with you as your life changes, is imperative.”

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Average Cost	$3451
Minimum cost	$1151
Maximum cost	$9777
Avg Per Hour Rates	$346

Best Financial Advisors in Bellingham, WA

The highest-rated Financial Planning & Wealth Management companies out of 107 vetted & reviewed in the Bellingham area.

Financial Plan

Money Maven Financial

Steele Financial Services

Safe Harbor Legal Solutions

Clarity Capital Management

Whatcom Credit Restoration

Arvid Garnaas CPA P.S.

Saturna Capital Corporation

Salish Wealth Management

Lentz & Associates

West Invest

Gregory J Campbell CPA PS

Brumfield Franks Tax & Accounting

Capstone Wealth Advisors - Bellingham

Wealthmark

Trail Financial Planning

Spinnaker Financial

First Class Tax Service

Salish Wealth Management

Waycross Investment Management Company

Multigen Wealth Services

NW Straits Financial Services

Sentinel Wealth Management

Consilium Financial

Retirement Planning and Investment Management Services in Bellingham, WA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bellingham

Popular in Bellingham