Wealth Management

Personalized Service

At Channel Financial, we provide comprehensive wealth management services designed to provide our diverse client base with financial stability. We take the time to develop personal relationships with our clients to understand their goals and priorities, and then implement solid financial plans that align with their objectives. Our high level of personalized service includes taking the time to ensure all our client’s financial needs are met and that they have not only a comprehensive financial road map, but financial peace of mind.

Comprehensive Financial Planning

We are here for you through all of life’s stages. The services we offer include investment management, retirement planning, estate tax planning, college savings planning, insurance planning and more.

At Channel Financial, we want you to focus on what matters most to you. We will use our expertise to proactively manage and keep track of your savings and investing needs, keeping in close contact with you to adjust your plan as your life changes.

We welcome the opportunity to discuss your financial needs. Contact us today to set up a consultation.

Resources

As your trusted retirement plan consulting firm, we invite you to use the following resources and reports to compare client plans, view investment links, and use financial calculators. Learn More >

Why Channel?

Channel Financial is a leading independent retirement plan consulting firm dedicated to providing excellent service and satisfaction. Learn More >

Schedule a Consultation

We welcome the opportunity to meet with you to discuss your financial needs. (763) 231-7535 Minneapolis (206) 905-8100 Seattle (503) 236-7200 Portland (925) 258-0079 San Fransisco jmcdonald@channel-financial.com