360-714-3378
1200 Old Fairhaven Pkwy.
Suite 107
Bellingham, WA 98225
beatty@wradvisors.com
Invest for retirement, 1% at a time.
1% of your salary is a small amount that could have a big impact on how much you save for retirement.
Your retirement is my business.
Whatever your ideal retirement looks like, I can help you prepare.
18 Years Worth of Days
Get financial benefits for you and your employees
Your business has unique needs, and I have the resources to support you, your business and your employees.
No Cash, No Checks, No Problem

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.

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

Systematic Withdrawals in Retirement

Comparing Investments

Exit Strategies of the Rich and Famous