Financial Planning

Our law firm's philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital. We help clients preserve their wealth and achieve their long-term financial goals. Our attorneys work closely with clients' financial advisors to make sure their estate plan and their financial plan are coordinated and meet the client's goals.

Moulton Wealth Management

For those clients who do not have a financial advisor, Rial Moulton teamed together with his brother, Don Moulton, to form Moulton Wealth Management, Inc. This is a separate and distinct firm from the law firm. Moulton Wealth Management, Inc. is a full service financial advisory firm. They address five key areas including 1) protection of assets, 2) estate planning, 3) retirement income, 4) taxes and 5) investment management.

The financial firm's goal is to assist individuals and business owners in achieving their long-term financial goals by helping them become the best stewards of their resources.

Experienced Financial Professionals

Rial Moulton has over 25 years experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a CERTIFIED PUBLIC ACCOUNTANT, and a REGISTERED FINANCIAL CONSULTANT (RFC). In addition the American Institute of Certified Public Accountants has certified Rial Moulton as a PERSONAL FINANCIAL SPECIALIST.

Don Moulton has over 15 years experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a REGISTERED FINANCIAL CONSULTANT (RFC). Prior to his career in financial planning Don Moulton worked for two of the largest public accounting firms in the world.

Both Rial and Don have made recent appearances on CNBC's television financial show Squawk Box. They have also been quoted in the Wall Street Journal, Investment News, AARP, AOL Daily Finance, msnmoney.com, Market Watch, Medical Economics and the Spokane Journal of Business.

To learn how Moulton Wealth Management’s team of professionals can assist you in your financial planning needs, please click on the following link www.moultonwealth.com or call our office at 509-922-3110.