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Jon Allen has served Eastern Washington as part of Dave Ramsey's trusted professional team as a SmartVestor Pro since 2015 and a Health Insurance Endorsed Local Provider since 2001.

*Endorsed Local Provider of Health Insurance

Have you made it to Baby Step 4 and are now wondering what to do next?

By working with a financial adviser that has the heart of a teacher, you will know where your money is invested and what role it plays in helping you work towards your long-term goals. Here are some of the areas that our team can help you work towards your goals:

  • Funding a Roth IRA/Traditional IRA
  • College Savings/529 Plans
  • Consolidating Retirement Accounts/401(k)s
  • Selecting a Diversified Portfolio

*Using diversification/asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss in declining markets.

Financial Planning is not a one size fits all process. After years of hard work, you may wonder - "Will I have enough?"

Let's create a plan to reach your retirement goals.

Whether you are nearing retirement, just getting started, or looking to maximize your current retirement lifestyle, the WealthMap team can help. We create a customized, easy-to-implement plan based on your goals. Schedule a complimentary, 30-minute phone call below to learn more.

Learn more about our Financial Planning software, MoneyGuide Pro, below:

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera and WealthMap Financial Advisors and is not sponsored or endorsed by Cetera nor WealthMap Financial Advisors