As a Pacific NW Federal Credit Union member, you can set up a complimentary financial consultation with Ronald E. Barnette, Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), CUSO Financial Services, L.P. Financial Advisor. Whether you are near or in retirement, just starting out in your career or simply exploring your investment options, Ron may be able to help you find solutions that are right for your financial goals. Ron works out of the following branch offices on these days: Mondays at Hood River; Tuesdays at Ross, Wednesdays at 911/BPA Building and Thursdays and Fridays at Erin Way.
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Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.
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