Team profile

Pacific Crest Planning - Mission & Values

Our mission - We are devoted to increasing clarity and confidence in our clients’ and community’s financial futures.

Our core values

  • Client-centered - Your financial life and needs are at the heart of everything we do. We take our relationship to you seriously.
  • Education - We help you make better financial decisions by providing credible information through regular workshops and seminars
  • Approachable - We are authentic, friendly, and non-judgmental. We are committed to creating an environment you feel comfortable in. We treat you with the respect you deserve.
  • Common sense - We give advice that you can understand. We help you understand and embrace your financial plan using language and terms that make sense to you.
  • Collaborative - Our entire team works for you. We work with other relevant professionals in the community to make sure you get the advice you need from qualified professionals.
  • Excellence - We strive to be the best advisors we can be for you. We are committed to practicing at the highest level of our profession for your benefit.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Insurance

Community participation

Pacific Crest Planning is excited and passionate about our local Tri-Cities community. We have a heart and passion for the local arts, education and scholastic programs, and youth sports. We share our time, talent, and charitable contributions to many great organizations in our local community:

  • Mid-Columbia Ballet
  • Princess Theatre (Prosser, WA)
  • The Richland Players Community Theatre
  • Southridge High School Athletic Boosters
  • Hanford Flames Baseball
  • Girl Scouts of Eastern Washington & Northern Idaho
  • 3 Rivers Community Foundation
  • Coastal Conservation Association
  • Rotary of Pasco-Kennewick & Toppenish
  • 2nd Harvest
  • INWR - Porsche Club

Our photos

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