Feeling uncertain about retirement? You're Not Alone.
As retirement approaches, it’s normal to feel a bit uncertain. You’ve worked hard to get to this point, so now it's time to help you get everything aligned so you can enjoy those years without stress.
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Will your savings last?
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How do you manage healthcare costs?
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What about taxes or unexpected expenses?
We help people like you answer these questions every day.
With nearly 30 years of experience helping guide individuals toward a secure retirement, we’re here to offer practical, personalized advice to help you transition with confidence. Let’s make sure your retirement is everything you’ve worked for—and more.
or call
(509) 783-2040
What Makes Us Different?
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A Small Practice with the Resources of a Large Firm
Benefit from the tools and insights of a large firm, paired with the dedicated, personalized support only a smaller, client-focused team can offer.
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Local Financial Advisor
With an advisor who lives and works in the Tri-Cities, you’ll get local insights and support from a team that’s invested in our community’s future.
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Focused on Near-Retirement Planning
Our specialization in helping people nearing retirement means we’re equipped with strategies and solutions tailored to your life stage and goals.
Helping workers reach their retirement goals for Nearly 30 Years
With nearly three decades of experience, our team of financial advisors are committed to helping workers from all walks of life achieve their retirement dreams. No matter your profession or retirement goals, our team is here to guide you toward a secure retirement.
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Hanford Workers
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Union Workers
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Veterans
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59+
3 Rivers Financial Group keeps me consistently informed by providing updates as well as during my account reviews. They explain everything clearly and in a way that's easy to understand, which gives me confidence and peace of mind about my financial future. I'm truly glad I chose them to manage my retirement portfolio.
Jerry Nelson
