Financial planning and investment advisory services.
About White Raven Financial Services
We offer individualized investment portfolios designed within our clients’ risk tolerance and investment objectives to help them meet their financial and personal goals. Our mission is to be a knowledgeable and ethical strength within the financial services field. By staying up-to-date with changes and trends in the industry we can continue to evolve our practice for the benefit of our clients.
For those that are concerned about their investments aligning with their values, we offer investment advice and build portfolios that focus on impact investing and sustainable investing (SRI). Whether someone comes to us as an individual investor or with a small business, we’ll provide them with up-to-date information and analysis so they can make informed choices to enhance their financial stability.
Financial Planning: Working with clients to align their financial goals with their life goals.
For our clients that are thinking about retirement, whether they plan on retiring in 15 years or right now, we specialize in helping them realize their retirement goals. We take the time to listen to clients’ dreams, goals and values. Personalized retirement / financial plans can be developed to guide clients toward a comfortable and solid financial future.
Securities and investment advisory services offered, in states where licensed, exclusively by Diane Jochimsen, through KMS Financial Services, Inc. Member FINRA and an SEC registered RIA. White Raven Financial Services is not a Registered Investment Advisor. Diane Jochimsen is an independent contractor Investment Advisory Representative of KMS.