YOUR TEAM

Whether you’re planning on growing your retirement assets or protecting them for your family, our team will take the time to get to know you to help ensure that you’re equipped with a plan custom-tailored to your situation.

PRESIDENT & CCO

Dustin M. Allbery is a veteran Independent Financial Planner that commits his time and focus to help those close to or in retirement, compete.  

We are playing a game that favors the few and I have been studying and observing those who consistently win and adopting their practices.  

Dustin has a bachelor’s degree from Seattle University and currently holds a Series 65, life, and health licenses. He is also providing on-going educational classes and lectures that have been endorsed and adopted by several business and institutions in Washington. 

DIRECTOR OF OPERATIONS

Taylor J. Allbery manages several areas of our firm: operations, client relationships and office management.  Taylor also heads up Northwest Planning Inc.'s Long-Term Care division.

 

Taylor received her bachelor’s degree from the University of Washington and has a master’s degree in Mental Health Counseling.  She is a great resource for our clients.

INSURANCE CONSULTANT

Bruce A. Longmeier started his career in the financial services industry in 1985.  He then founded Northwest Planning Inc. (NPI) in 1992 with the singular focus of educating senior adults in methods to help them preserve and protect their estates and lifestyles.  

 

Bruce also is an instructor in our monthly classes.  Amongst his peers, Bruce is considered an expert and leading authority on Estate and Long-Term Care Planning.

TRUSTED RESOURCES

EDUCATION

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ELDER LAW & ESTATE PLANNING

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HEALTH INSURANCE & MEDICARE

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Northern Idaho Team

HOME & AUTO INSURANCE

PROACTIVE HEALTH MANAGEMENT

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TAX PLANNING & PREPARATION

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