P R O V I D I N G    F I N A N C I A L    D I R E C T I O N

Our Process

Answering life’s big financial questions – "When can I retire?"…"How much should I save?"…"How much can I spend?" – may seem daunting, especially in light of increasing complexity in markets and tax regulations.  So too can specific decisions such as refinancing a home or timing the receipt of Social Security benefits.  Our process is designed to address all of these concerns in the context of the client’s big picture.  We develop a cohesive roadmap for each client, always prepared for course adjustments as goals and needs change.


NorthWest Financial Services, Inc. is a Registered Investment Advisory Firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a "Notice Filing" with the states of Arizona, California, Georgia, Indiana, Nebraska, Ohio and Texas. NorthWest Financial Services, Inc. may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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