Coldstream Wealth Management | Financial Planning
21625
page-template,page-template-full_width,page-template-full_width-php,page,page-id-21625,tribe-no-js,tribe-bar-is-disabled,,select-child-theme-ver-1.0.0,select-theme-ver-3.8.1,stockholm-child,wpb-js-composer js-comp-ver-5.1.1,vc_responsive

Financial Planning

BIG PURCHASES DON’T NEED
TO MEAN BIG WORRIES.

Financial Planning

BIG PURCHASES DON’T NEED TO MEAN BIG WORRIES.

Don’t worry about paying
for your future, enjoy it.

Make decisions with confidence knowing that your
plan has been built especially for you and your needs.

Building a complete picture of your finances can be an overwhelming task. Your Coldstream team will work with you one on one through every decision. We’ll help you determine your current financial position and explore all your possibilities for the future. From monthly expenses and planned remodeling, to dream purchases and life-long goals, we can help you draw up a tailored plan to achieve the future you’ve always envisioned.

Comprehensive evaluation of current and
future financial state:

  • Retirement planning and cash-flow longevity
  • Proper titling of assets
  • Goal Planning
  • Employer Incentive Compensation Analysis

Don’t worry about
your purchase, enjoy it.

Make decisions with confidence knowing that your
plan has been built especially for you and your needs.

Building a complete picture of your finances can be an overwhelming task. Your Coldstream team will work with you one on one through every decision. We’ll help you determine your current financial position and explore all your possibilities for the future. From monthly expenses and planned remodeling, to dream purchases and life-long goals, we can help you draw up a tailored plan to achieve the future you’ve always envisioned.

Comprehensive evaluation of current and future financial state:

  • Retirement planning and cash-flow longevity

  • Proper titling of assets

  • Goal Planning

  • Employer Incentive Compensation Analysis

Don’t worry about your purchase,
enjoy it.

Make decisions with confidence knowing that your plan has been built especially for you and your needs.

Building a complete picture of your finances can be an overwhelming task. Your Coldstream team will work with you one on one through every decision. We’ll help you determine your current financial position and explore all your possibilities for the future. From monthly expenses and planned remodeling, to dream purchases and life-long goals, we can help you draw up a tailored plan to achieve the future you’ve always envisioned.

Comprehensive evaluation of current and
future financial state:

  • Retirement planning and cash-flow longevity

  • Proper titling of assets

  • Goal Planning

  • Employer Incentive Compensation Analysis

A Coldstream Case Study:
Retirement

John came to us with plans to retire within a year at age 60. He and his wife Mary raised 3 children and now have 4 grandchildren. They wanted to make sure that they will have enough income going forward to maintain their lifestyle, not become a burden for their family when they get older and establish some wealth transfer vehicles for their grandchildren.

John came to us with plans to retire within a year at age 60. He and his wife Mary raised 3 children and now have 4 grandchildren. They wanted to make sure that they will have enough income going forward to maintain their lifestyle, not become a burden for their family when they get older and establish some wealth transfer vehicles for their grandchildren.

Spotlight

Seattle Office Now Open

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate. Sed metus orci, pellentesque ac scelerisque vel, bibendum accumsan purus. Ut hendrerit nisl turpis, ut tempor risus mattis nec. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate.

Seattle Office Now Open

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate. Sed metus orci, pellentesque ac scelerisque vel, bibendum accumsan purus. Ut hendrerit nisl turpis, ut tempor risus mattis nec. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate.

Are you ready for

comprehensive, personalized

wealth management?

Contact us at any time to schedule a consultation.

© 2017 Coldstream Capital Management, Inc. & Rainier Group Investment Advisory LLC d.b.a. Coldstream Wealth Management. All data shown includes information from combined entities. All Rights Reserved.