Financial Plan, Inc.
www.financialplaninc.comFinancial 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.
Read moreFinancial 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.
Read moreCountry
State
Washington
City (Headquarters)
Bellingham
Employees
11-50
Founded
1996
Estimated Revenue
$1,000,000 to $5,000,000
Social
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Chief Executive Officer - Owner
Email ****** @****.comPhone (***) ****-****Principal and Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Chief Operations Officer
Email ****** @****.comPhone (***) ****-****President and Founder
Email ****** @****.comPhone (***) ****-****
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