FINANCIAL SERVICES

What We Do

Tax Planning

We stay up-to-date on ever-changing tax laws and legislation, so you don’t have to. It’s our standard practice to explore every option for reducing your tax liabilities and ensure you’re taking advantage of all available benefits.

Retirement

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.

Investment

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.

Education

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.

Insurance

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.

Income

Income Protection

Asset and income protection include strategies to shield assets from illness, taxation, and frivolous claims from third parties. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.

Business

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.

Estate

Estate 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.

Tax-Smart

Tax-Smart Investing

The Avantax 8-Point Tax Smart Framework 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.

Unique

Unique 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

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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.

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Home offices at 175 E Penny Rd #1 Wenatchee, WA 98801; phone (509) 663-1661.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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