Daniel Spanski-Dreffin, Investment Advisor Representative

CONNECT

Address:

908 SE 98th Ave
Vancouver, WA 98664

Phone:

360-219-7918

Our Services

We offer independent financial management and advice in the following key areas:


  • Investment planning, risk management, college funding, retirement planning, and estate conservation.

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Our services are designed to help you answer the following questions:


  • How can I get more from my investments?

  • How can I reduce my exposure to risk?

  • How much money will I need to live comfortably in retirement?

  • Am I saving enough?

  • What is the best way to save for college?

  • How can I help reduce estate taxes and preserve more of my assets for my heirs?

  • Do I have the right amount of life insurance?