Is now a good time to invest?

Contact Us

Get regular updates about what matters most.

Recent Posts

Who will pick your Retirement Living Solution? April 27, 2023
No Plan Fits Everyone: Introduction to Senior Housing. (Part 1) April 27, 2023
How to know when you need a new situation? (Part 2) April 27, 2023
Planning for Housing Transitions. (Part 3) April 27, 2023
Efficient Charitable Donations- Wealth Insights #3 December 22, 2022

(800) 493-6195 / [email protected]

Contact Us

(800) 493-6195
[email protected]
917 Pacific Ave., Suite 405
Tacoma 98402

Explore Our Website

Financial Planning
Portfolio Management
Retirement Planning
Estate & Legacy Planning
Education Planning
Charitable Giving & Strategies

Download our Client Relationship Summary (March 2022)

Check the background of your financial professional on FINRA’s BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management DBA Kimball Creek Partners, a Registered Investment Advisor. Financial Advocates Investment Management, Kimball Creek Partners and LPL Financial are separate entities.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, FL, HI, IA, ID, IL, KY, LA, MT, NC, NV, NY, OH, OR, SD, TX, UT, VA, WA

Search Kimball Creek Partners

SHARE THIS ARTICLE

Facebook

Twitter