White couple in their 40s looking ahead

Comprehensive Planning

Perkins Coie Trust Company, together with estate planning lawyers of Perkins Coie LLP provide a comprehensive suite of planning services for individuals including business owners, corporate executives, professionals and investors as well as private foundations and endowment funds. Perkins Coie Trust Company, headquartered in Washington State, offers its financial planning services on a national scale.

Investors with financial planning strategies

53 %

Of investors are very confident in managing money and investments

Source: Household Financial Planning Survey, Certified Finacial Planning Board

Creating a Financial Plan

A financial plan can be comprehensive or narrow in nature. It is a guide to help investors accomplish financial goals such as retiring early, funding college for their children, buying a house, or starting a business. We will look at items to consider when creating a financial plan.

Planning services include:

Investors with financial planning strategies

53 %

Of investors are very confident in managing money and investments

Source: Household Financial Planning Survey, Certified Finacial Planning Board

Creating a Financial Plan

A financial plan can be comprehensive or narrow in nature. It is a guide to help investors accomplish financial goals such as retiring early, funding college for their children, buying a house, or starting a business. We will look at items to consider when creating a financial plan.