Mill Creek, WA Office

Team
Updated today

Client AUM

$699,387,787

Clients

823

Advisors

2

Of 17 advisors across 4 offices

Location

1600 Bothell Everett Highway, Suite 111

Mill Creek WA 98012

Advisors at this office

2

Advisors at this office

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Travis J

Series 66

Mill Creek, WA

The Retirement Solution LLC

Travis Johnson is a financial advisor at The Retirement Solution LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining his current firm. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and various organizations. The firm uses model-based portfolio allocations focused on mutual funds and ETFs, employing fundamental and technical analysis with strategic asset allocation.

Income planning Social Security optimization Tax-loss harvesting
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Clinton C

Series 66

Mill Creek, WA

The Retirement Solution LLC

Clinton Coburn is a financial advisor at The Retirement Solution LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Edward Jones. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to manage risk and capture growth opportunities.

Income planning Social Security optimization Tax-loss harvesting
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