Guiding Your Financial Journey With

Care, Integrity, and Expertise

We offer comprehensive financial services that help you optimize your retirement while staying aligned with the values that shape your life.

Personalized financial guidance is available both in person and virtually.

Schedule a consultation today to begin your journey toward financial confidence.

About Us

We specialize in holistic financial planning tailored to support individuals through every phase leading up to and through retirement. Every client’s situation is reviewed and monitored comprehensively, covering retirement, tax, investment, insurance, and estate planning.

Our team is committed to developing tax-smart accounting and investment strategies aligned with your values and long-term goals. We prioritize maximizing investment efficiency to empower you throughout your working years and into retirement.

Our Approach & Philosophy

We strive to ensure every client leaves with renewed financial confidence, equipped with a customized plan to maximize retirement income, optimize Social Security benefits, and manage taxes effectively. We uphold the highest standards of fiduciary responsibility and pride ourselves on delivering a personalized approach that centers on you as an individual.

Investments are carefully reviewed to remain appropriate for current needs and economic conditions. Unlike many “buy and hold” managers, we proactively manage risk exposure during economic uncertainties—such as the 2008 financial crisis, the 2020 COVID shutdown, and recent tariff disruptions. Our team acts swiftly to become defensive when necessary. After market downturns, we identify superior buying opportunities to help amplify client returns through diversified portfolios.

Services

• Retirement Planning: Set realistic savings goals and develop plans to ensure lifelong retirement security.
• Investment Management: Receive personalized fiduciary advice from an experienced, dedicated team.
• Tax Planning: Achieve financial freedom with strategies designed to manage taxes efficiently and safeguard against audits.
• Insurance Planning: Gain comprehensive advice to protect your financial security and legacy.
• Estate Planning: Strategize to pass assets effectively to heirs and establish a lasting legacy.
• Comprehensive Financial Assessments: Benefit from ongoing monitoring and adjustments to keep your plan aligned with life’s milestones.

Client Experience

We begin by listening carefully to your objectives, risk tolerance, and liquidity needs before creating personalized plans. Our fiduciary advice is tailored because no two clients are the same.

Relationships are the foundation of our client experience; many span generations and decades. We are grateful for these enduring partnerships and look forward to serving many more.

We serve as advocates to navigate the emotional and mathematical complexities of financial decisions because informed clients make better choices.

Our disciplined portfolio management prepares clients to withstand various economic conditions effectively. Transparency is a guiding principle, and our team is always available to discuss your portfolio or answer any financial questions.

Contact Us

Reach out today to discuss your financial goals or schedule a consultation.

Options are available for virtual or in-person meetings.

Contact information and office location details are provided for your convenience.

North Financial Inc. is a Registered Investment Adviser firm based in University Place, WA

North Financial Inc is a registered investment adviser.  North Financial Inc may not transact business in state where it is not appropriately registered, excluded or exempted from registration.  Individual responses to person that involve either the effecting of transactions in securities, or the rendering of personalized investment advise for compensation, will not be made without registration or exemption.