Office: (509) 663-7526
Toll Free: (800) 456-1370
Fax: (509) 662-5579
Email: epeterson@finaltllc.com
Erik Peterson began...
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s reliable financial advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial strategy that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.