White Raven Financial Services Careers in Seattle, WA

The chief concern of most investors is whether they have enough money to last through retirement. At White Raven Financial Services, we emphasize life planning; we want to help make the road to, and through, retirement a great journey. We work with business owners and individual investors to develop a financial plan. First we listen to you and learn about your goals, dreams and risk tolerance. Then, with your help, we develop a plan. Working with a well thought out plan helps bring success. It clarifies the available options and helps to identify which goals can be achieved and which goals may need to be sacrificed as a trade-off. Next we work on your investment portfolio to validate its strengths and to ensure that you pay the minimal amount of taxes required. Our Mission at White Raven Financial Services is to be a knowledgeable, moral and ethical strength within the financial services field. Through education and fundamental research, we continually strive to present clients with th