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909 Squalicum Way, Suite 110, Bellingham, WA 98225

(360) 734-4728 x128
russell.whidbee@lpl.com
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A personal approach

We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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It Begins With A Plan

It Begins With A Plan

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

You deserve more than just financial advice—you deserve a Financial Coach who listens, understands, and advocates for your best interests every step of the way.

Russell J. Whidbee

Financial Advisor

(360) 734-4728 x128

909 Squalicum Way
Suite 110
Bellingham, WA 98225

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Meet the Team

Contact Us

Meet the Team

Helping You Navigate Life’s Biggest Financial Milestones

We specialize in helping clients build clarity and confidence in key areas, including:

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Let’s Build Your Financial Future

If you’re looking for an experienced partner who will listen, guide, and keep you on track, you’re in the right place.

Let’s start the conversation today.

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