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  •  Tel: (509) 935-8171
  •  Mobile: (509) 675-6255
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Retirement planning is important, and most Americans don’t give their own retirement the proper amount of attention and commitment. That’s where Thomason Financial Services can help. We’ve been in the investment industry since 2007 and serve clients in Washington, including Chewelah, Spokane and Seattle. We are also licensed to do business with clients in Oregon, California, Idaho, Utah, and Arizona.

Our independent financial planning firm can assist you and your family with a retirement planning strategy by educating you on how to properly plan for life’s unexpected events. We can even help you understand basic financial information necessary to plan your own retirement, such as budgeting, risk assessment, the time value of money, and even compound interest.

Our firm offers many services including how to maximize your Social Security income, the advantages and disadvantages of converting traditional IRAs to Roth IRAs, legacy planning, guidance on pursuing long-term care coverage, life insurance and beneficiary reviews, and understanding one’s complete financial plan and how all your money works together.

Life’s too short to not feel confident about your financial situation. Contact us today, and let us help you work toward a more confident retirement.

 

2631 Eagle Lambert Road
Chewelah, WA
99109 USA

  •  Tel: (509) 935-8171
  •  Mobile: (509) 675-6255
  •  barry@thomasonfinancial.net
  •  

Barry Thomason is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC  www.finra.org A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Thomason Financial Services is not affiliated with USA Financial Securities.

Barry Thomason is authorized to transact securities related business and investment advisory services only in states where he is properly registered.  For investment products and services these states include: AZ;CA;ID;OR;SD;UT;WA For investment advisory services theses states include:  AZ;CA;ID;OR;UT;WA Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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