Bellingham’s Financial Advisors

Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning. As elite Bellingham Financial Advisors, we focus on building comprehensive, objective financial plans tailored to the unique financial situations of our clients.

Independent

The advisors of Financial Plan, Inc. do not work for a Wall Street brokerage firm, an insurance company, a bank, or an accounting firm. We work for you. Our loyalties are to you our client, not to a company that employs us.

Experienced

We have been providing advice to clients since 1982. All Financial Plan advisors are CFP® Practitioners, and all have a wide range of licenses and financial experience. We have the maturity and seasoned judgment that comes from managing accounts through major asset bubbles and bear markets. We’ve seen it all before, and we know how to manage wealth with a steady hand.

Fee Only

Financial Plan is compensated through an advisory expense based on the assets we advise. Our flexible approach allows us to minimize conflicts of interest. This arrangement aligns our financial motivations with yours. When you prosper, we prosper; when you suffer, we suffer. Contrast that with a retail broker or salesman who is motivated to sell commission paying products.

Wealth Management

Our core competency is the management of investment portfolios. We believe that in order to be effective wealth managers it is important to develop comprehensive, written financial plans. Our plans are tailored to the unique circumstances of each client, covering critical components of your finances including cash and debt management, goal projections, portfolio design, income tax strategies, insurance, and estate planning. To be effective we utilize the expertise of outside professionals who are at the top of their respective fields. All of these areas are coordinated together to work in concert for your benefit.

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