Broker Check

Our Team

Erik R. Pielstick, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Chartered Financial Consultant® (ChFC®)


Making smart decisions is the key to successful retirement. Unfortunately this remains a dream for many. Over the years and working with hundreds of families, I have seen firsthand the difference of making financial decisions made with...

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Clark L. Permann, CFP®, CLU, ChFC®

Founder and President


Member of the American Society of Financial Service Professionals, the Yakima Estate Planning Council, the Financial Planning Association, the American Institute of Certified Financial Planners, Past President of the Yakima Valley...
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