Whitehill Financial
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Whitehill Financial
Categories
Investment Services Financial Planners Financial Services Insurance
About
Whitehill Financial is an independent financial planning and wealth management firm based in Pullman, WA, co-founded by a Washington State University alumnus. We specialize in helping small business owners, professionals, and retirees across the Pacific Northwest build long-term financial plans that align with their goals and values.
Our work focuses on retirement planning, investment management, tax-efficient strategies, and planning for business owners. We frequently help business owners establish and optimize retirement plans such as 401(k)s and cash balance plans, coordinate tax strategies alongside CPAs, and create investment portfolios designed for long-term growth.
We believe good planning starts with clear advice and disciplined investment strategies. As fellow Cougs, it is always great to build relationships with other alumni and help them make confident financial decisions.
If you’re a fellow Coug and ever want to connect, I’m always happy to grab coffee, talk shop, or help point you in the right direction.
Additional Info
- Independent, fiduciary financial planning and wealth management firm based in Pullman, WA
- Certified Financial Planner® professionals on staff
- Retirement plan design and optimization for businesses, including 401(k), cash balance, and profit-sharing plans
- Investment management through separately managed accounts and disciplined model portfolios
- Tax-efficient planning and Roth conversion strategies coordinated alongside your CPA
- Estate planning, business succession, and exit planning for business owners
- Life insurance and annuity strategies for risk management and retirement income
- Serving clients across Eastern Washington, Northern Idaho, and nationwide
- Co-founded by a Washington State University alumnus and proud CougsFirst! member
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Membership Type
Crimson Membership
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