Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education

Community participation

Kingston - North Kitsap Rotary - Clint Boxman, Past President 2012-2013 & 2015-2016

Kingston Chamber of Commerce - Bim Prince, Board of Directors 2000 - Present

Kingston Chamber of Commerce - Chamber Member - Clint Boxman

Village Green Foundation - Clint Boxman, Former Board of Directors

Poulsbo Chamber of Commerce Member -Mel Filben

Kingston Cares Foundation - Mel Filben, Board of Directors