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Comprehensive Financial Planning in the Lewis Clark Valley

Jim Broemmeling is a Certified Financial Planner™ providing individuals in the Lewiston and Clarkston areas with financial and retirement planning.

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ITC Systems

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644 6th ●●●●●●●● Suite A

Cla●●●ton , WA, 99403

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ITC Systems

Kerry Cox

644 6th ●●●●●●●● Suite A

Cla●●●ton , WA, 99403

US

1.50●●●●0260
1.50●●●●1409
ke●●●●@itcsystems.net

View this contact

ITC Systems

Kerry Cox

644 6th ●●●●●●●● Suite A

Cla●●●ton , WA, 99403

US

1.50●●●●0260
1.50●●●●1409
ke●●●●@itcsystems.net

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Jim Broemmeling is a Certified Financial Planner™ providing individuals in the Lewiston and Clarkston areas with financial and retirement planning.
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Comprehensive Financial Planning in the Lewis Clark Valley | jamesdbroemmeling.com Reviews

https://jamesdbroemmeling.com

Jim Broemmeling is a Certified Financial Planner™ providing individuals in the Lewiston and Clarkston areas with financial and retirement planning.

INTERNAL PAGES

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1

Tools | James D. Broemmeling, CFP®

http://www.jamesdbroemmeling.com/tools

James D. Broemmeling, CFP. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Check the background of your financial professional on FINRA's BrokerCheck. Securities and advisory services offered through Cetera Advisor Networks LLC.

2

Insurance | James D. Broemmeling, CFP®

http://www.jamesdbroemmeling.com/resource-center/insurance

James D. Broemmeling, CFP. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? The chances of needing long-term care, its cost, and strategies for covering that cost. The Other Sure Thing.

3

Money | James D. Broemmeling, CFP®

http://www.jamesdbroemmeling.com/resource-center/money

James D. Broemmeling, CFP. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Well, they are.

4

A Bucket Plan to Go with Your Bucket List | James D. Broemmeling, CFP®

http://www.jamesdbroemmeling.com/resource-center/retirement/a-bucket-plan

James D. Broemmeling, CFP. A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Eight Mistakes That Can Upend Your Retirement. There are common mistakes you can avoid when saving for retirement. Investment Strategies for Retirement. Have A Question About This Topic? FINRA Series 6, 63, and 65.

5

Estate | James D. Broemmeling, CFP®

http://www.jamesdbroemmeling.com/resource-center/estate

James D. Broemmeling, CFP. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Safeguard Your Digital Estate. Principles of Preserving Wealth. When Do You Need a Will? When do you need a will?

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Comprehensive Financial Planning in the Lewis Clark Valley

James D. Broemmeling, CFP. A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Serving the Lewis Clark Valley. Located in Clarkston, Washington, Jim Broemmeling serves clients in the Clarkston and Lewiston areas. A Family Run Business. Outside of the office, Jim and Sherry enjoy spending time with their four children and eight grandkids. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Embraci...

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