Commencement Financial Planning, LLC

Lakewood, Colorado

Insurance-Based

High Point Financial Group is an independent insurance and financial planning firm with offices in Lakewood and Windsor, Colorado, operated by 11 active partners and supporting staff. The firm specializes in insurance analysis and comprehensive financial planning, working with clients across medical, legal, construction, technology, real estate, and other industries to coordinate strategies addressing insurance, investments, estate, tax, and business objectives. The practice employs a three-step approach: listening to understand client goals, designing customized strategies, and implementing plans with ongoing reviews.

Tacoma, Washington

Slusser Financial, LLC, based in Tacoma, Washington, offers financial planning, insurance, and estate planning services for individuals and businesses. Founded in 2017 by Scott Slusser, who holds the Retirement Income Certified Professional (RICP®) designation and has been a Million Dollar Round Table member since 2015, the firm serves clients in the Seattle/Tacoma area. The team includes a Director of Client Services, Service Assistants, and a Financial Adviser, with combined experience in insurance and financial services.

Vancouver, Washington

Calibrate Wealth Advisors is a financial planning firm based in Vancouver, Washington that serves individuals, families, and pre- and post-retirees. The firm works through a five-step process beginning with goal discovery and financial data collection, followed by analysis, personalized recommendations, and ongoing reviews to adapt to changing circumstances. They offer planning consultations via in-person meetings, video calls, phone, and an online platform. Their practice addresses retirement preparation, asset management, and wealth building for clients across various life stages.

Kirkland, Washington

Sound Planning Group is a fiduciary financial planning firm based in Kirkland, Washington, serving the greater Seattle area with a focus on retirement planning and wealth management. The firm uses a seven-step process covering income planning, investment strategy, tax planning, healthcare and long-term care, real estate decisions, estate planning, and ongoing plan reviews. Sound Planning Group works with individuals and families to develop personalized financial strategies addressing their specific retirement goals, income sources, and risk tolerance.