Welcome to Human Investing
Locally owned and operated since 2004, our team of credentialed, knowledgeable, and experienced CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, and Client Service Associates have helped many Northwest families reach their financial goals with passion and precision.
One of our key pillars is our fiduciary duty. Our advisors don’t receive selling commissions and must follow the federally-mandated fiduciary standard – a critical status that requires advisors to act exclusively in the best interests of their clients when offering personalized financial advice.
Whether you are planning to save for your children’s education, a down payment on a home, or considering retirement, you now have access to a team of experienced financial experts that will provide the highest level of care.
Make a FINANCIAL PLAN THAT LASTs
PERSONALIZED TO YOUR SITUATION. NO TWO PLANS ARE THE SAME.
We integrate every aspect of your financial life together to help you make better money decisions. Most brokers and firms rarely go beyond what’s in your portfolio.
COMPREHENSIVE SERVICES
Our team of credentialed experts zoom in on strategies that matter most to your success.
CASH FLOW PLAN CREATION AND MANAGEMENT
We can help forecast where, when, and how your money will answer current and future needs. This includes creating spending and savings plans, and evaluating scenario plans for retirement, your children’s education, and new streams of income.
TAX MITIGATION AND STRATEGY
We stay on top of the changing tax laws to anticipate tax advantages for you. Our team can file your taxes and advise on tax bracket planning, deferred compensation distribution, and tax loss/gain harvesting.
ASSET GROWTH AND WEALTH MANAGEMENT
As global markets move, our advisors and technologies work 24/7 to serve your financial plan. We use low-cost investment strategies, allocation recommendations based on cash flow plans, and can help evaluate private or alternative investments.
RETIREMENT STRATEGY AND ACTIVATION
Transitioning into retirement is far from an automatic process. We evaluate your retirement readiness, comprehend potential risks, mitigate your tax impact, and give you the confidence to achieve both financial security and personal fulfillment in retirement.
ASSET PROTECTION AND RISK MANAGEMENT
Protect what matters to you and prepare for whatever life throws your way. Our advisors and network of vetted partners can help with liability reviews, insurance policies, risk exposure analysis, and advising through divorces.
ASSET DISTRIBUTION, ESTATE AND WEALTH TRANSFER
This is often the pinnacle of one’s life: the freedom to share, give, and pass on what you’ve built. Through estate planning, we can define beneficiaries and charities, tax strategies, and asset distribution plans.
ARE YOU A LEADER AT NIKE?
For more than two decades, we've partnered with like-minded individuals and families in growing and protecting their wealth.
Meet the Wealth Advisory Team
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Ready to talk?
Head to our contact page to let us know more about you or e-mail Jill at jill@humaninvesting.com.