OUR SERVICES
Gover Financial Planning, LLC, is a fee-only financial planning and Registered Investment Advisory firm located in Olympia, Washington. We serve clients in the Puget Sound region and throughout the state. As an independent fee-only practice, we do not sell or promote investment products, charge brokerage commissions, or accept referral fees of any kind. Free from these conflicts of interest, we focus on providing financial plans and advice that help people from all walks of life reach their financial goals. We are dedicated to serving in the best interest of our clients, and it is our highest priority.
Gover Financial Planning is here to serve the financial planning needs of people and families of all financial means. There are no account size minimums or wealth standards to meet in order to work with us. We are proud to serve clients on a range of needs and goals, regardless of financial wealth criteria. Whether to address a specific financial issue, or to provide comprehensive financial planning services, we're ready to help with your unique needs, wants, and wishes.
To accommodate the busy lives of our clients, Gover Financial Planning offers the convenience of evening and weekend appointment times. Contact us today to schedule your complimentary, no-obligation "Get Acquainted" meeting.
Here are just a few of the areas where Gover Financial Planning can help Light the Way to your financial independence and security. We look forward to working with you!
Your Financial Goals May Include One or More of the Following Topics
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Ensuring a Secure Retirement
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Saving and Paying for College
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Cash Flow Management
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Income Tax Planning
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Employee Benefits
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Investment Education
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Lifetime and Legacy Wealth Transfer
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Risk Management and Asset Protection
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Asset Allocation and Investments
Our Services Can Help You Reach These Goals in Many Ways
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Retirement Income Strategies
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Advice on IRA, Pensions, Annuities, 401(k), & 403(b) plans
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Lump sum Retirement Distributions
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Life, Disability, Long Term Care Insurance Needs
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Funding College with 529 plans, Coverdell Accounts, Gifting
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College Financial Aid Strategies
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Tax Advantaged Savings and Reduction
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Employee Benefit Option Selection
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Estate Planning Techniques
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Second Opinions on Other Advice & Plans