Founded in 1999 and based in Bellingham, Washington, Northwest Planning, Inc. is an independent financial planning and investment advisory firm. The company focuses on developing long-term relationships with its clients, offering services that include retirement planning, estate planning, investment management, and insurance analysis. They operate as an independent firm associated with LPL Financial, which provides them with access to a wide range of financial products and services without proprietary product constraints. Their mission is to provide personalized, team-based financial guidance to help individuals, families, and businesses achieve their financial goals.

Founded in

United States