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Check out some of our referral partners

Below are some of the network partners that Joan Qvigstad refers business to and works together to help seniors to understand the importance of financial planning, senior real estate, estate planning and retirement mortgages. 

Tom Doncaster Image_edited.jpg
Tom Doncaster

We pride ourselves in being a top-notch boutique firm that has been in business since 1987.  We are members of The International Association of Registered Financial Consultants, Member of Fi360 - Accredited Invesment Fiduciary (AIF), Chartered Life Underwriter (CLU) through The American College.  In addition to Tom's local community involvement, he is an active member of The Society of Financial Services Professionals - FSP, and The Million Dollar Roundtable (MDRT).

1020 N Center Parkway #C • Kennewick WA 99336

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Office: (509) 735-9519      

Upcoming Events

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, and those we work with. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Register for one of our LIVE in person or online seminars. 

Investment advisory services provided through Doncaster Financial, Inc.. Insurance products and services offered through Doncaster Insurance & Financial Services, Inc.. Doncaster Financial, Inc. and Doncaster Insurance & Financial Services, Inc. are affiliated entities. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Guarantees for insurance products are contingent on the claims paying ability of the underwriting insurance company.


Blog Posts

It is our goal to provide the most current and relevant educational content to help you in your retirement planning efforts. You will find below some informational articles and blogs to help. If you want to talk about any of these topics or subjects, please CLICK HERE to schedule a complimentary consultation.

Check back soon
Once posts are published, you’ll see them here.
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