Trail Financial Planning, LLC is a fee-only financial planning and investment management firm located in Bellingham, WA



Website content
All written content on this site is for informational purposes only.  Opinions expressed herein are solely those of Trail Financial Planning LLC, unless otherwise specifically cited.  Material presented is believed to be accurate and from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users.  Our firm has no control over the accuracy or content of these other websites.

Registration Information
Trail Financial Planning LLC (“Trail FP”) is a Registered Investment Adviser, offering financial planning and investment management services in the state of Washington, and other jurisdictions where exempted.  Registration does not imply a certain level of training or skill.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized responses to consumers in a particular state by Trail FP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Confidentiality and Security
Our clients place trust in us by allowing us to collect, communicate with, and store personal information.  We are committed to preserving that trust by carefully safeguarding your data.  We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients.  We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information.  We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust.