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Who We Are....
Jim Raabe is a wealth manager at Raabe & Associates LLC. He focuses on providing wealth management solutions to business owners, retirement plan participants and retirees. Together with his partners, he helps affluent clients address their five biggest concerns, preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
Jim founded Raabe & Associates LLC in 1990 and uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique goals beyond simply investments, both in their business and in their personal life.
Sucessful individuals, families and businesses work with Jim to:
Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
Make smarter decisions in today's uncertain political, economic and social environment
Obtain an independent second opinion from a top financial advisor in their community
Previously Jim spent 13 years in the banking industry as a Commercial Loan Officer and Branch Manager and obtained his Chartered Retirement Plans Specialist® (CRPS®) designation from the College for Financial Planning (CFP) in 2007 and in 2013 the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies. Additionally, Jim has been named a Seattle Five Star Wealth Manager since 2012. This elite award evaluates wealth managers on key criteria that are associates with excellence in the industry.
Jim is a widely recognized leader in the financial advisor community and has served many years on the Advisory Council for the Broker/Dealer and Registered Investment Advisor that he has been with since 1998.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.