Trenton Lay, CFP - Kingsview Partners

Suite A, 200 South Main Street, Coupeville, WA, US, 98239 | Directions
Opening hours
By Appointment
Reviews
Description
Complete Wealth Management - Helping You Save, Invest and Protect Your Money
Financial advice tailored to your personal needs and goals

Searching for knowledgeable financial advice from someone you can trust?

 

Along with decades of experience in personal financial consulting, Trenton Lay’s greatest strength is his empathetic and compassionate heart. He will take the time to listen, understand, and then advise. He’ll help you examine your current financial situation, understand your financial options, then work with you to create an effective plan to achieve your life goals. The process will assist you in developing a program to accomplish your financial goals while weighing and balancing the complexities of your life including the value of family, wealth, and happiness.

 

As a CERTIFIED FINANCIAL PLANNER™ professional, Trenton will work with you to complete a comprehensive plan and investment strategy for all areas of your finances.

 

For expert guidance through the complicated world of personal finance, call Trenton Lay to learn more about how he can help you achieve your financial goals and gain the freedom that comes with a well-executed plan.

  • Budgeting
  • Paying Off Debt Quickly
  • Saving Money For Emergencies
  • Investing For Retirement and Education
  • Understanding Insurance
  • Home Buying & Mortgages
  • Building Life Long Wealth & Helping Others
  • Aging & Longevity Planning
  • Social Security Claiming Strategies
  • Understanding Health Care & Medicare Options
  • Estate Planning Strategies
  • Trust & Charitable Planning
  • Investment Strategies