Invest in Your Dream Life
Empowering Your Finances: Our C.L.A.R.I.T.Y. Model Delivers Personalized Advice
Current Financial Position
Legacy
Asset Protection
Retirement Cash Flow & Goals
Invest Smarter
Tax Planning
Your Life
Tailored Financial Strategies For Lasting Impact
From retirement plans to guidance on investments and taxes, our clients are empowered to make informed financial decisions that align with their goals. Our wealth advisors, based in Tacoma, WA, merge their personal expertise with a deep understanding of wealth management.
You can navigate the path toward achieving your aspirations with C.L.A.R.I.T.Y., all while making an impact in the world and ensuring a strong foundation for your financial future. Let Kimball Creek Partners show you how.
Your Partner For Lasting Financial Success
Current Financial Position
We invite you to explore your current financial position with us – the “C” in our C.L.A.R.I.T.Y. process – as understanding where you stand today will allow us to craft the right strategies that align with your goals and aspirations for tomorrow.
Legacy
Your legacy – the “L” in our C.L.A.R.I.T.Y. process – matters, and together we will ensure that the values and goals you wish to pass along to future generations are not only preserved but also thrive through a carefully crafted financial plan.
Asset Protection
We are here to help you safeguard your hard-earned assets – the “A” in our C.L.A.R.I.T.Y. process – crafting tailored strategies that protect your wealth and provide peace of mind for you and your loved ones.
Retirement Cash Flow & Goals
We will work together to create a personalized retirement plan – the “R” in our C.L.A.R.I.T.Y. process – that not only meets your cash flow needs but also aligns with your dreams and aspirations for the future you envision.
Invest Smarter
We will collaborate to navigate the complexities of investing and doing it smarter – the “I” in our C.L.A.R.I.T.Y. process – empowering you to make informed decisions that align with your goals and enhance your financial future.
Tax Planning
We will explore tailored tax planning strategies – the “T” in our C.L.A.R.I.T.Y. process – that not only minimize your liabilities but also maximize your financial growth and peace of mind.
Your Life
We will take a closer look at your life goals and aspirations, ensuring that your financial plan reflects what truly matters to you.
Our Services
Financial Planning
We prioritize your unique financial journey through our C.L.A.R.I.T.Y. process. By considering your current financial position, the “C”, we listen to your values and goals, crafting a personalized financial plan that aligns with what truly matters to you while balancing current spending with future savings.
Our team is here to guide you every step of the way, tracking your progress and adjusting strategies for asset protection, the “A”, as needed, all while collaborating conveniently online from anywhere. Remember, investing involves risks, and while we strive for positive outcomes, there are no guarantees.
Retirement Planning
We are here to help you navigate retirement planning by uncovering what matters most through our C.L.A.R.I.T.Y. process, which includes considering and establishing your retirement cash flow and goals as the “R”. Our tailored strategies prepare you for a smooth transition into retirement, focusing on savings, investments, and wealth management.
We will guide you on income planning, withdrawal strategies, and portfolio management for lasting income, while also assisting you with Required Minimum Distributions (RMDs) and maximizing your Social Security and Medicare benefits.
Investment Management
Together, we explore options in equities, fixed income, and Exchange Traded Funds (ETFs), while managing yield and volatility. While we can’t predict market shifts, our strategic approach to diversifying and rebalancing your portfolio aims to minimize risks, keeping in mind that no strategy guarantees success and may involve tax implications.
Other Services
Tax Planning
We understand that tax planning can be overwhelming, but it is an essential part of your finances, which is why it is integrated as the “T” in our C.L.A.R.I.T.Y. process. We collaborate with you to analyze your unique financial situation, identify potential deductions, and develop strategies to minimize tax liabilities.
With our expertise in current tax laws, we address everything from retirement and investments to estate planning, ensuring you make informed decisions that align with your goals while remaining compliant with tax regulations. Our mission is to empower you to navigate your financial landscape with confidence.
Estate/Legacy Planning
Your estate planning is a deeply personal process that should reflect your values and priorities, and at our firm, we’re committed to helping you protect your legacy as the “L” in our C.L.A.R.I.T.Y. process. We understand that planning for the future involves more than just transferring assets; it also includes preparing for potential disabilities and end-of-life decisions while minimizing probate hassles and taxes.
We will work with you to organize your financial affairs, plan asset distribution, review titles and beneficiaries, and analyze tax strategies, all while coordinating with your attorney to ensure a seamless and meaningful transfer of assets to your loved ones.
Education Planning
Supporting higher education is a powerful way to enrich lives and create a lasting legacy of learning, and we are here to guide you as part of our C.L.A.R.I.T.Y. process. With rising college costs, early planning is vital. Our advisors can help you estimate what you need to save, and choose the right investment options, by considering “C”, your current financial position, as well as exploring various tax-efficient strategies like 529 Plans and UGMA/UTMA accounts.
We will collaborate to ensure that your commitment to education not only benefits the student in your life but also strengthens your personal legacy, the “L”.
Charitable Giving
As part of our C.L.A.R.I.T.Y. process, we’re here to help you establish meaningful charitable giving goals that resonate with your life’s values, the “Y”, and aspirations. We will explore options like Donor-Advised Funds, Private Foundations, and Charitable Trusts to create a tax-efficient plan that aligns with your vision of giving back while maximizing your impact.
Our advisors will work closely with you to determine the right donation amounts and strategies that best fit your financial situation, ensuring your legacy, the “L”, of generosity is well-supported and truly reflects who you are.