Broker Check

Jodie Beatty

CRPS

Financial Advisor

360-714-3378

1200 Old Fairhaven Pkwy.
Suite 107
Bellingham, WA 98225

beatty@wradvisors.com

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Questions? Let's connect

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