Our Qualifications

Hi! I am Chad J. Bughi and my firm specializes in assisting people like you throughout Eastern Washington and Northern Idaho. 

Growing up on a farm in Walla Walla, WA., I learned early on not only how to work hard, but more importantly how to work smart. For over 26 years my passion has been helping clients plan their retirement. In today's economic and financial environment, it is even more important to make tour money work as hard as possible while also being smart and diversified.

To avoid repeating previous and potential future financial pitfalls, my firm has developed several tax saving strategies that have helped many people grow and protect their retirement assets. Today more than ever you need to trust the people who invest your money. Please put your trust in me and in return, I will work hard to help you achieve your retirement goals.

*Chad J. Bughi is also a well known speaker on current economic and stock market topics for School District and community groups throughout the area.