Financial Planning for Comprehensive Wellness
REACH OUT FOR THE EXPERTISE OF PROFESSIONALS ABOUT:
• Financial planning for comprehensive wellness
• Strategic charitable giving
• Estate planning
• Retirement planning
• The growing profession of financial advising
ABOUT PITON WEALTH:
• Offices in Kennewick, WA and Kalispell, MT
• Founded in 2002, became an independent financial planning practice in 2018
• Voted Gold Best Financial Planner in 2023 Tri-Cities Best Magazine
CFP®, CLU®, ChFC®, RICP®, AEP®
Michelle is a CERTIFIED FINANCIAL PLANNER™ professional, chartered financial consultant, chartered life underwriter, retirement income certified professional, and accredited estate planner.
Ask Michelle about any of the above as well as:
• Estate planning & charitable giving
• Financial planning for scientists & engineers
• Excelling as a female executive
Wheel of Wellness
Mark your level of satisfaction for each slice.
(5= most satisfied)
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You can also follow our hashtags: #ServeWell #PitonWealth #LiveGenerously