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Financial

Advisory

A meeting to learn about your goals, your financial position and your plans for the future. 

A meeting to review your financial summary, investment plan and our recommendations. 

A meeting to compete paperwork necessary to transfer assets and start financial advisory.

Investment Management

+ Advanced Planning

+ Personal CFO

= Your Best Outcome

Contact us to schedule a discovery meeting.

© 2018 by Griffiths, Dreher & Evans, PS, CPAs

Washington State Registered Investment Adviser