Who We Serve

Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.

Boeing

Boeing is a very well known company and an extremely important employer in the Northwest. The employee headcount is around 80,000 in the state of Washington alone. Ross Financial has found a niche working with many current and former Boeing employees for over 10 years.

Whether still employed by the company and being faced with the challenge of determining where to position your money or if you are entering retirement and trying to figure out what pension option makes the most sense for you and your loved ones, we can help. Working together, we’ll talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals given the time you have and the risk you’re willing to take. We’ll also talk about the things that concern you, and potential solutions that can help alleviate those concerns. As your lifestyle changes, we’ll update your financial plan to keep you moving in the direction you want to go.

As a focused and experienced group, we provide the resources and expertise of a large team, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and enhancing long-term success, fortified by thorough, objective investment research and selection. Ross Financial Inc. is independent from, and is not affiliated with nor endorsed, authorized, or sponsored by Boeing.

BUSINESS OWNERS & ENTREPRENEURS

Customized Strategies

As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.

You’ve honed the skills necessary to prosper in the marketplace and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.

We help you cut through the complexity of your financial situation to create, implement, and manage an all-encompassing plan designed to pursue your goals – personally and professionally. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life. Clients have the information to stay at ease through all seasons of life.

 

Services Include
  • Business Sales and Valuations
  • Retirement Plans
  • Personalized Wealth & Investment Management for Business Owners
  • Risk Management
  • Banking & Lending Solutions
  • Insurance & Annuities
  • Estate Planning
  • Charitable Giving
  • Cash Management

Families & Individuals

Pragmatic Wealth Management

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research, and specialized knowledge allows us to nimbly adapt to your needs and objectives.

You’ve spent a lifetime building a legacy. Let our prudent approach help you make the most of it.

As a focused and experienced group, we provide the resources and expertise of a large team, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and enhancing long-term success, fortified by thorough, objective investment research and selection.

Services Include
  • Wealth & Investment Management
  • Banking & Lending Solutions*
  • Insurance & Annuities 
  • Legacy Planning  
  • Wealth Transfer 
  • Risk Management 

Retirees

NURTURING WEALTH SO YOU CAN LIVE A LONGER, BETTER LIFE IN RETIREMENT

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

 

Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.

Services Include
  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning**
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Costs

* Lending Services provided by Raymond James Bank N.A. a fully chartered national bank affiliated with Raymond James Financial Services. Securities Based Line of Credit provided by Raymond James Bank, N.A. Raymond James & Associates,  Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.

** Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

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Who We Are

Our Approach to Service

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What We Do

50 Benefits for Clients

Our Process

Financial Roadmap