FINANCIAL SERVICES

The Expertise You Need. The Service You Deserve.

We provide premium, tax-optimized wealth management services.

We are not traditional financial advisors – we offer trusted advice that gives you a complete financial team in your corner that spans your entire financial picture.

It all begins with a holistic approach that’s based on our review of the personal financial planning needs that are unique to you or your family. It’s simple, really. The more we understand about your vision and goals, the better we can help you prioritize and realize meaningful progress. Our financial advisors collaborate with our tax and accounting professionals to create a fully integrated plan. This enables us to serve you no matter what life brings – from retirement, education, tax and estate planning, to debt reduction and investment advice. We also consult with small businesses looking to implement employee retirement plans.

Our Why

Our firm’s combined technical knowledge of income taxes and investment strategies allows us to identify and implement appropriate tax-efficient solutions to assist you on your path to success, eliminate anxiety about money, and deliver on important promises you’ve made to your loved ones.

Discovery

We’ll get to know each other, and you’ll meet our team. We’ll discuss your goals and current financial situation, including debt, cash flow, insurance, estate planning, investments, and more. We'll gather all the information necessary to build your financial plan.

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Implementation

Once we’ve gathered the necessary data and consulted with experts like our in-house CPAs and insurance advisors, we’ll present our recommendations and review our proposed financial strategies. We'll discuss a plan to retire, review your investment strategy, and more.

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Review & Follow Up

We’ll review progress toward your goals and schedule follow-up meetings, when necessary. We're always available for a custom consult and will provide regular check-ins through each quarter and season. Our team is always available to you for a regular check-in, to listen to your questions, and put your mind at ease.

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What Sets Us Apart?

Tax Smart Investing

Just as our firm is powered by Avantax, Avantax is powered by Tax-Smart Investing^TM(TSI). This proprietary technology is designed to uncover potential tax savings and wealth management strategies for you - all in a fraction of the time it would take manually. The TSI technology helps our firm maintain a critical tax focus on your financial planning strategies and investment decisions.

Cash Flow & Debt Management

The first step to reaching your financial goals is to assess where you currently are. Properly managing your cash flow and debt is critical to financial stability. Our team can identify your sources of income, and fixed and fluctuating expenses, and prioritize how to pay down accumulated debt.

Family Risk Management

Our team is trained and licensed to review existing policies, identify gaps in coverage, secure unbiased quotes from multiple insurance carriers, and make recommendations on policies that best fit your needs.

Investment Planning

We research, design, build, and manage an investment portfolio with your personal risk tolerance in mind that’s focused on the long game of your financial goals versus quick wins.

Retirement Planning

We identify your expenses, income, and dreams for retirement, and assemble a plan to stretch resources throughout—and even beyond—your lifetime. We always have a goal of limiting the taxability of your retirement funds as well.

Education Planning

Education expenses can be a significant part of your household budget, and with the growing cost of college tuition, we can identify tax-efficient ways to save and offer advice for the best ways to fund future learning.

Legacy Planning

We work with your attorney to establish tax-efficient estate plans for the future of your estate and ensure your assets and loved ones are cared for according to your wishes.

Business Planning

We provide services in business budgeting, cash flow analysis, establishing company 401(k) plans, and more that can maximize tax savings and help your business be as efficient and profitable as possible.

Special Situations

A holistic financial plan should allow room for special situations that are both unpleasant, like an unexpected health expense, or a happy surprise, like a wedding. Our goal is to help you be prepared for all of life’s ups and downs.

Put the Avantax Wealth Management approach to work for YOU

Through our 8-point framework to wealth management and our unique expertise in using tax information to guide investment decisions, we are focused on helping you keep more of what's yours - and, in the end, better aligning you to achieve your lifelong goals.

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(509) 663-1661 - Wenatchee
(800) 767-7725 - Toll Free

(509) 662-5678
Fax Number

175 E Penny Rd #1
Wenatchee, WA 98801

P.O. Box 3068
Wenatchee, WA 98807-3068

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Privacy & Usage: The information on the Cordell, Neher & Company, PLLC website is provided with the understanding that it should not be substituted, in any way, for consultation with a professional Certified Public Accountant, accountant, tax, legal or other competent advisor. Cordell, Neher & Company, PLLC makes every attempt to ensure that the information contained on their websites are obtained from reliable sources, but is not responsible for any errors and/or omissions or from the results obtained from the use of any information. This site contains links to servers maintained by other organizations. Cordell, Neher & Company, PLLC cannot provide any warranty regarding the accuracy or source of information found on any of these servers, the content of any file the user might use to download from a third-party site, and is not responsibility for the content found on any of these servers or for any links these servers maintain with other servers.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services^SM,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services.^SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency. Method 10® is property of Avantax Wealth Management.^SM All rights reserved 2020. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management^SM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management^SM or its subsidiaries. Avantax Wealth Management^SM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

Avantax Investment Services^SM and Avantax Advisory Services^SM are not affiliated with CNC Financial Group, LLC.