With more than 45 years of experience helping individuals and families navigate their financial futures, Northwest Planning and Investments LLC is continuing its commitment to personalized service with its new location on Cooks Hill Road in Centralia, according to a news release from the local business.
The community is invited by the Centralia-Chehalis Chamber of Commerce to attend a ribbon-cutting ceremony at noon Nov. 4 The business is located at 1805 Cooks Hill Road.
At the heart of NW Planning is a team-based approach built around one simple philosophy: every person deserves guidance that reflects their unique goals and needs, no matter the stage of life, the news release stated.
“Whether it’s preparing for retirement, managing investments, navigating business retirement plans, estate planning or dealing with life’s changes — whether expected or unexpected, the team works to help clients feel confident and supported through every chapter,” the company stated in the release.
Amanda Lenz, partner and financial advisor, has been with the firm since 2012. She said the team’s commitment to its clients goes beyond traditional financial planning. Lenz has a particular passion for financial planning, specifically around tax diversification.
She finds satisfaction in helping clients bring the different pieces of their financial future together.
“We look at our clients as family. That’s why we bring everyone to the table to make sure we’re assisting from all angles,” Lenz shared.
John Lawrence, CWS, partner and financial advisor, has been part of the firm since 2008. For Lawrence, one of the most rewarding aspects of the firm’s approach is the familiarity and connection clients develop with the entire staff.
He appreciates that clients can walk through the door and speak with a familiar face. It allows them to build confidence that they have a team of people they know personally who understand their needs and are ready to help
Included in this team are financial advisor Catherine Cleveland, paraplanner Nathan Joyner and client services associate Lael McIntosh. All three are vital pieces to the NW Planning team and they continue to forge deep, personal relationships with the clientele, the news release stated.
“NW Planning recognizes that every client has a different comfort level when it comes to managing their finances,” the news release stated. “Through hybrid service options, clients can choose how involved they want to be in the planning process, whether they prefer a hands-on partnership or a more hands-off approach with guidance from the team. In addition to financial planning and investment services, NW Planning offers comprehensive estate planning, work-based retirement plan analysis, retirement planning for self-employed and small business owners, retirement income cash flow, and intergenerational wealth transfer.”
When asked where they see the company in the next decade, Lenz and Lawrence shared a vision for continued growth while remaining true to the relationships and personalized service that define NW Planning.
Their goals include expanding the firm’s core team of financial advisors alongside broadening their overall service package. Through it all they aim to continue protecting their clients’ goals and legacy through responsible planning and investment strategy, the release stated.
“This vision reflects the team’s commitment to helping families plan not only for their own futures but also for the well-being and financial security of the people they care about most,” the news release stated. “With more than four decades of supporting our local Lewis County and surrounding area residents, NW Planning and Investments LLC remains focused on building lasting relationships, providing personalized guidance, and helping families and individuals navigate life’s financial milestones with confidence.”
