The Retirement Solution - Kennewick (WA)

Nathan Braaten Fast friendly service! Always ready to take care of account needs.

Sally Kamvachirapitag Today my life is complete and full with a blessed future full of opportunities. We bought our home November 2022. Since our purchase we have had a place to call home. This home provides no stress and love to all who resides and visits. Its a place to gather with family and friends. A place to make future goodness. The purchase was a long awaited struggle and financial fight in our life to finally see a reality that was once just a dream. Unsure if we would have what it took. With slim to bring to the table, we were blessed with such an amazingly talented mortgage broker, Monica Nation. She made every step feel like a WIN. She gave us confidence in all we had to qualify with. She is personable, highly intelligent and professional. THERE IS ABSOLUTELY NO ONE ELSE LIKE HER! We felt 100% faithful and completely confident in our home purchase with MONICA NATION. Thank you ❤️

Don Laichak Creative Planning is a good financial fit for my wife and myself. Pete Moormeier and his team with Nolan Plous has provided solid financial guidance and responsive feedback when needed. My tendencies is to overthink financial decisions. With Pete and his team onboard to provide financial guidance in my retirement, I sleep well at night, even through all the market upheavals.

tammera glenn Data is very knowledgeable and has assisted my husband and I in managing our port folio. This has made us stronger financially. I recommend Data highly.

Jaci West I was so nervous to do my taxes because I was self employed. But she made it soo nice and fun! 10/10 would recommend (I already have)

Joyce & Lee Our son has not received a monthly financial statement from CFS who pays his bills on a monthly basis. This missing paperwork could cause my sons housing grant to be terminated. It is my understanding the Social Security Administration requires Protective Payee Organizations to provide monthly payment information to their clients.