Blanchard Wealth Solutions

Financial Planning for Your Life

Financial planner in Vancouver, WA (show on map)

5.0

★★★★★

8 reviews

A financial advisory firm offering personalized financial planning, wealth management, and retirement strategies.

Call (360) 787-2700

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About

Blanchard Wealth Solutions is devoted to helping clients pursue their financial goals through a relationship-based approach built on trust. The firm offers comprehensive financial planning across six areas: financial position, risk management, wealth accumulation, tax planning, retirement planning, and estate planning.

Services include wealth accumulation and risk management strategies, retirement income planning, reliable insurance protection, and intentional estate and legacy planning. The firm also provides educational resources including articles, videos, and financial calculators.

360-degree view of financial picture

Personalized service focused on individual needs

Team approach with diverse backgrounds and experience

Educational approach making personal finance easy to understand

Proactive approach from planning to execution to follow-up

Relationship-based approach built on trust

Services

Comprehensive Financial Planning

Holistic financial planning covering six areas: financial position, risk management, wealth accumulation, tax planning, retirement planning, and estate planning.

Personalized financial roadmap Goal identification and prioritization One-on-one collaborative relationship Ongoing follow-up and review

Wealth Accumulation and Risk Management

Design strategies to invest assets and protect income and assets at every stage of life.

Investment strategy design Risk tolerance consideration Income protection analysis Asset protection strategies

Retirement Income Planning

Help clients plan for retirement savings, maximize retirement income, and ensure savings continue to work effectively.

Retirement savings strategies Retirement income optimization Business owner retirement plans Early retirement planning

Insurance Protection

Provide reliable insurance protection for clients and their loved ones.

Life insurance planning Family protection strategies Risk mitigation Insurance needs assessment

Estate and Legacy Planning

Help clients pass on wealth to family and charities while minimizing tax impact and addressing special concerns.

Wealth transfer planning Tax-efficient estate strategies Special needs planning Business succession planning Philanthropic planning

Tax Planning

Provide guidance to decrease, eliminate, or defer taxes in conjunction with a financial plan.

Tax-efficient investing Tax deferral strategies Income tax minimization Portfolio tax impact reduction

Credentials & Certifications

Certified Financial Planner (CFP®)

LUTCF®

BFA™

FINRA BrokerCheck

Osaic Wealth, Inc. - Member FINRA/SIPC

Reviews

Rating

★★★★★

Reviews

"Darren has been my financial advisor for over 40 years."

Frequently Asked Questions

What is comprehensive financial planning? +

A holistic, objective process focused around six areas of your financial life: financial position, risk management, wealth accumulation, tax planning, retirement planning, and estate planning.

What areas does financial planning cover? +

Financial planning covers six areas: Financial Position, Risk Management, Wealth Accumulation, Tax Planning, Retirement Planning, and Estate Planning.

How does the financial planning process work? +

It begins by taking a personal, in-depth look to understand specific financial goals, then helps identify and prioritize short- and long-term goals, and finally engineers a targeted plan employing customized financial strategies.

What services does Blanchard Wealth Solutions offer? +

Services include wealth accumulation and risk management strategies, retirement income planning, reliable insurance protection, and intentional estate and legacy planning.

What is the firm's approach to financial advice? +

The firm takes a 360-degree view of your financial picture, uses a relationship-based approach built on trust, and focuses on personalized service tailored to your needs, wants, and long-term goals.

How does tax planning fit into financial planning? +

Tax strategies can help reduce the impact of taxes on investment returns and income. The Financial Planner can provide guidance for ways to decrease, eliminate, or defer taxes when applied appropriately in conjunction with a financial plan.

What retirement planning services are available? +

The firm helps with retirement savings strategies, maximizing retirement savings for business owners, and ensuring savings continue to work for clients even if they have already retired.

What makes Blanchard Wealth Solutions different? +

The firm uses a team approach with diverse backgrounds and experience, takes a proactive approach, provides undivided attention to every client, and focuses on educating individuals in an easy-to-understand manner.