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Empowering Decisions: Navigating the Need for Power of Attorney with Nicole C.B. Hancock

Empowering Decisions: Navigating the Need for Power of Attorney with Nicole C.B. Hancock

by kimballcreekpartners | May 2, 2024 | Kimball Creek Videos

Discover the keys to securing your legacy with effective estate planning. In this insightful video, learn essential strategies to protect your assets, minimize taxes, and ensure your loved ones are provided for, now and in the future. See More Videos Facebook...
Expert Tips on Estate Planning with Nicole C.B. Hancock

Expert Tips on Estate Planning with Nicole C.B. Hancock

by kimballcreekpartners | Apr 22, 2024 | Kimball Creek Videos

Discover the keys to securing your legacy with effective estate planning. In this insightful video, learn essential strategies to protect your assets, minimize taxes, and ensure your loved ones are provided for, now and in the future. See More Videos Facebook...
Unlocking Your Dream Home: Expert Tips on Securing a Mortgage in Retirement with Per Moerkeseth

Unlocking Your Dream Home: Expert Tips on Securing a Mortgage in Retirement with Per Moerkeseth

by kimballcreekpartners | Mar 18, 2024 | Kimball Creek Videos

Understanding your mortgage options in retirement is paramount to ensuring financial security and peace of mind during your golden years. As retirees transition from the workforce into a fixed income, careful consideration of their housing expenses becomes imperative....
Back to College-Building Your Dream Team: Lawyers, Accountants, and Partnerships for Financial Success

Back to College-Building Your Dream Team: Lawyers, Accountants, and Partnerships for Financial Success

by kimballcreekpartners | Feb 28, 2024 | Kimball Creek Videos

In the intricate web of personal finance, having a dedicated team comprising a lawyer, accountant, and financial advisor is a strategic move toward achieving long-term financial success. These professionals play distinct yet interconnected roles that, when harmonized,...
2024 Outlook-Returning To A Familiar Place

2024 Outlook-Returning To A Familiar Place

by kimballcreekpartners | Jan 17, 2024 | Kimball Creek Videos

2023 is in the books and the results were mostly encouraging. As we look forward to 2024, we’ve taken the time to outline some of our thoughts about both the past year and the coming months. You can watch Dean and me talk about our outlook for 2024 in the video above....
Back to College- Financial Literacy ep.1

Back to College- Financial Literacy ep.1

by kimballcreekpartners | Jan 10, 2024 | Kimball Creek Videos

  Dean, an accomplished finance professional, embarked on a new chapter as an educator, bringing his wealth of practical knowledge to the University of Washington Tacoma campus. In this dynamic Financial Principles class, Dean engages students with real-world...
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Kimball Creek Partners

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

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8:30 am to 5:00 pm

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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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