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No Plan Fits Everyone: Introduction to Senior Housing. (Part 1)

No Plan Fits Everyone: Introduction to Senior Housing. (Part 1)

by Kimball Creek Partners | Apr 27, 2023 | Kimball Creek Videos

April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living! Video series: Part 1: You’re watching this...
How to know when you need a new situation?  (Part 2)

How to know when you need a new situation? (Part 2)

by Kimball Creek Partners | Apr 27, 2023 | Kimball Creek Videos

April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living! Video series: Part 1: April and Brock introduce...
Planning for Housing Transitions. (Part 3)

Planning for Housing Transitions. (Part 3)

by Kimball Creek Partners | Apr 27, 2023 | Kimball Creek Videos

April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living! Video series: Part 1: April and Brock introduce...
Efficient Charitable Donations- Wealth Insights #3

Efficient Charitable Donations- Wealth Insights #3

by Kimball Creek Partners | Dec 22, 2022 | Kimball Creek Videos

  What is the best way to donate to a non-profit? We use strategies to increase tax efficiency and get more funds to those who need them. This enables our clients to be more purposeful in their donations so they can make an impact to the causes that are important...
How To Prepare for Change- Wealth Insights #2

How To Prepare for Change- Wealth Insights #2

by Kimball Creek Partners | Dec 22, 2022 | Kimball Creek Videos

How do I financially prepare for the death of a parent? How do I retire from my job? What are the risks I face as I build wealth?   Life is full of change. We help client navigator difficult times, so they can focus on the things that matter most to...
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Kimball Creek Partners

Provident Building
917 Pacific Ave # 407,
Tacoma, WA 98402

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Call: 800-493-6195
Email: admin@kimballcreekpartners.com

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Kimball Creek Partners is not a registered broker-dealer or investment advisor.

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