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

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

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.

<p>Business Owner</p>

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
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<p>Tax Deductions You Won't Believe</p>

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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<p>What's My Potential Estate Tax?</p>

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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Questions? Let's connect

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