Retirement Planning Services in Seattle, Washington:
Your Path to a Peaceful Future

Discover serenity and goal fulfillment in your retirement journey with Beacon Pointe’s retirement planning services in Seattle, Washington.

Rooted in the Community

5001 25th Avenue NE Suite 201E Seattle, WA 98105

Secure Your Future Happiness

Stay informed about your retirement plan and gain valuable insights into the benefits of a customized retirement strategy. Call us today to discover how we can assist you on your path to building a secure and fulfilling retirement.

Retirement Planning Services

We specialize in providing personalized retirement planning services tailored to your unique financial needs and goals. Our expertise cover a range of retirement solutions, ensuring you have the right plan to secure your future.

401(k)

Think of your 401(k) plan as an exciting path to your financial future. We’re here to be your personal navigator, helping you maximize your contributions and uncover the full potential of employer matching, and ensure your 401(l) investment allocations align with your risk tolerance. With our guidance, you’ll smoothly sail through the complexities of 401(k) planning, tapping into tax advantages and charting a course for long-term, compounding wealth growth.

403(b)

Dive into your 403(b) journey with our professional guidance, specifically tailored for those in the non-profit sector. We’re here to help turn your retirement plan into a growth engine, optimizing tax-deferred opportunities and assessing a spectrum of investment options. Our goal is to align your plan with your personal financial objectives, ensuring a retirement strategy that’s as unique as your career path.

Non-Qualified Deferred Compensation Plans (including 457 Plans)

Explore the potential of Non-Qualified Deferred Compensation and 457 Plans with us, your personal financial partner. We’re here to help you build tax-efficient strategies and tailor-made investment solutions that support your financial growth. Our focus is on enhancing your portfolio with smart planning, while seamlessly navigating the complexities of regulatory guidelines.

Profit Sharing Plans

If you’re involved in a Profit-Sharing Plan through your employer, we can help you understand and make the most of this opportunity. Our expertise includes designing strategies that may not only benefit you tax-wise but also contribute to your long-term retirement security.

Defined Benefit Plans

Let’s make your Defined Benefit Plan work wonders for you! We’re here to simplify the complexities and help you manage with ease, with the goal of ensuring you have a steady, dependable income when you retire. Think of us as your go-to for making sure your retirement is smooth sailing.

Focusing on Income First, To Make Your Retirement Last

If you’re like most people, the goal of saving and investing is to eventually create an investment portfolio that can help support your lifestyle in retirement. The Beacon Pointe Income First Retirement Strategy is an investment strategy designed to help individuals live off their wealth for multiple decades, protect their assets, and leave a legacy for what is important to them. Learn how we can help you and your retirement planning.

We’re Here to Help.

Here are a few ways that Beacon Pointe can help you with our retirement planning services.

Maximize Your Tax Deferral Strategies

Our team specializes in designing tax-efficient retirement plans tailored to your individual needs. We focus on maximizing your use of available tax deferral strategies, aiming to minimize your tax burden and enhance your long-term wealth accumulation.

Personalized Retirement Roadmapping

Let us be your guide in creating a retirement plan that’s as unique as you are. Our approach involves understanding your lifestyle, dreams and goals, and your financial landscape to craft a retirement roadmap that’s tailored just for you.

Cost Efficiencies in Retirement Planning

We conduct a thorough analysis of your retirement plans and investments to identify cost-efficient solutions. Our objective is to ensure you’re investing wisely, minimizing unnecessary expenses, and maximizing the potential growth of your retirement funds.

Streamline Investment Selection and Monitoring

Our approach simplifies your investment journey, ensuring a seamless and efficient retirement planning experience. By streamlining the selection and monitoring of investments, we help you focus on creating a portfolio that aligns with your appetite for risk. We want you to concentrate on enjoying life today while confidently building towards a secure retirement tomorrow.

Customized Retirement Plans for Entrepreneurs

For our self-employed clients, we provide guidance in selecting the perfect retirement plan, be it a SEP IRA or Solo 401(k). Our approach is custom-tailored, taking into account your business’s cash flow, employee demographics, and your personal retirement ambitions. We’re here to ensure that your plan aligns seamlessly with both your business needs and long-term financial dreams.

Future-Proof Your Retirement with Predictive Planning

Step into a new era of retirement planning with our predictive planning approach. We use advanced analytics and forecasting techniques to anticipate various retirement scenarios and their financial implications. Our proactive approach helps you stay ahead, ensuring you’re prepared for different possibilities, from market shifts to changing personal circumstances.

Financial Planning Tailored for Women's Longevity

We understand that women generally live longer than men, a key consideration in financial planning. Our approach accounts for the additional costs associated with longevity. Specializing in planning for women, we ensure a retirement strategy that is comprehensive and secure, addressing the unique financial challenges and needs women and couples often face.

Discover Your Retirement Planning Partner in Seattle

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Bo Lee

Bo Lee, CFWA

Senior Wealth Advisor

Bo is a Senior Wealth Advisor based in the Beacon Pointe Seattle office with over two decades of experience as a wealth advisor to families, individuals, and institutions in the Pacific Northwest. Bo works directly with clients to provide a full complement of advisory services. Prior to joining Beacon Pointe, Bo held senior wealth advisory and leadership roles for fifteen years at BNY Mellon Wealth Management and nine years at Morgan Stanley in Seattle. She received a Bachelor of Arts degree in Economics with a minor in Art History at the University of Washington. Bo is a Certified Family Wealth Advisor and is a member of the Family Firm Institute. She was selected as the Puget Sound Business Journal’s prestigious 40 Under 40 in 2017 for her contribution to the business industry and the community. Bo is actively involved in the local community as a Board of Trustee of the United Way of King County, a member of the Finance Committee at the Washington State Opportunity Scholarship, and a member of the Professional Advisory Committee at the Fred Hutchinson Cancer Center. In her spare time, Bo enjoys traveling, cooking, and playing pickleball.

Grant E. Hartvigson, CFP®, CLU®

Partner, Managing Director

Grant is the Partner and Managing Director for Beacon Pointe’s Seattle office and is responsible for select client service and new client development. He has a passion for fostering intimate client relationships, delivering comprehensive financial advice and providing a personalized planning experience. Prior to joining Beacon Pointe Advisors, Grant founded Rainier Financial Group where he dedicated two decades to helping clients achieve financial independence. In 2011, Grant was selected as Puget Sound Business Journal’s prestigious 40 Under 40, and he continues to be recognized as a dynamic leader within both the industry and the community. Grant was included in the 2020 Financial Times’ Top 400 Financial Advisors list and was a perennial member of LPL Financial’s Executive Council. Grant is a Seattle native and graduate of the University of Washington Foster School of Business. In addition, Grant holds both the Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU®) designations. As a member of Seattle Children’s Legacy Advisors, he helps to inspire a new community of philanthropists by assisting in the creation of charitable plans that endeavor to represent the best alignment of donors’ minds, hearts, and wallets. Outside the office, Grant can be found on the tennis court, golf course, coaching basketball, or spending time with his wife and two daughters, and their family dog.

Jack Delafield

Associate Wealth Advisor

John (Jack) is an Associate Wealth Advisor for the Beacon Pointe Seattle office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. He interned at Beacon Pointe in 2023 before joining the team full-time in 2024. Jack studied and played tennis at Colorado College, where he majored in Economics and minored in History, and is currently pursuing the Certified Financial Planner™ (CFP®) designation. Outside of the office, Jack enjoys tennis, chess, and spending time in nature.

James Simone, CFA, CFP®

Senior Wealth Advisor

James is a Senior Wealth Advisor at Beacon Pointe Advisors. Through holistic, personalized planning and investment management, James develops customized strategies to help institutions, individuals, and families meet their financial goals. James joined Beacon Pointe after managing assets for institutional clients for 25 years. James received his B.A. from Brown University while competing for the football team. James is a CFA Charterholder and a Certified Financial Planner™ (CFP®). He is also a member of and a past president of the CFA Society Seattle, serves on the board of Friends of Athletic Fields, and has volunteered at Family Works, Green Lake Elementary PTA, Roosevelt Athletic Boosters, and Junior Achievement. In his spare time, James enjoys being active outdoors and spending time with his wife and three boys.

Kimberly Arnesen

Kimberly Arnesen, ChFC®

Senior Wealth Advisor

Kimberly is a Senior Wealth Advisor based in Beacon Pointe’s Seattle office serving clients ranging from families to business owners and non-profits. She helps provide clarity to complex and often unique financial and investment needs of her clients. Kimberly started her career in wealth management in 2007 and has developed a deep, holistic approach to financial planning where she is passionate about guiding her clients through various transitions and seasons of life with minimal disruption. She is a Chartered Financial Consultant (ChFC®) and has also passed the Certified Financial Planner™ (CFP®) exam as well as an active member of Beacon Pointe’s Women’s Advisory Institute. In her spare time, she loves running, kayaking, and anything that involves exploring the great Pacific Northwest with her husband and daughter.

Lauren Reisenauer

Senior Client Service Associate

Lauren is a Senior Client Service Associate and is the first friendly face you will see as you enter the Beacon Pointe Seattle office. A twelve-year industry veteran, Lauren is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, scheduling and communicating with clients to provide the highest levels of service. Lauren is a Seattle native and graduate of Portland State University, where she earned a degree in English.  Outside of the office, Lauren enjoys spending time with her husband and their dog, taking weekend trips, wine tasting, and other outdoor activities.

Petra Ljubic-Lane

Senior Associate Wealth Advisor

Petra Ljubic-Lane is an Associate Wealth Advisor for the Beacon Pointe Seattle office. Petra works closely with advisors to develop, execute, and maintain a financial plan for each individual client.  Prior to joining Beacon Pointe, Petra spent eleven years working for a different RIA in the Seattle area. She earned her B.S. in Economics from the University of Ljubljana, Slovenia, and her Certificate in Personal Financial Planning from the University of California, Los Angeles (UCLA). Petra is fluent in Slovene, Serbo-Croat, and English. Outside of the office, she enjoys spending time with her family, traveling, reading, and enjoying the beauty of the Pacific Northwest.

Elevate Your Retirement Journey with Beacon Pointe in Seattle

Unlock the door to a confident retirement by choosing Beacon Pointe as your partner in financial and retirement planning. Take control of your future with personalized retirement solutions crafted for success. Ready to embark on a secure and fulfilling retirement? Connect with us today and let us help your retirement dreams become a reality.

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You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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