Retirement Income Planning Across the Tri-Cities and Eastern Washington

Find Your City

My Safe Money Matters is based in Prosser, WA and serves pre-retirees and retirees throughout Benton, Franklin, and Yakima counties — in person and virtually. Every community below has a dedicated page with local context, service information, and contact details.

• Kennewick, WA — the commercial hub of the Tri-Cities, serving residents in ZIP codes 99336 and 99338
• Richland, WA — home to a high concentration of PNNL and DOE contractor retirees, serving ZIP codes 99352 and 99354
• Pasco, WA — serving Franklin County residents in ZIP code 99301
• Prosser, WA — our home community, serving Benton County and the surrounding Yakima Valley in ZIP code 99350
• West Richland, WA — the fastest-growing residential community in the Tri-Cities, serving ZIP code 99353
  

Serving Communities Beyond the Tri-Cities

In addition to the five primary service cities, My Safe Money Matters serves clients throughout the broader region — including Benton City, Grandview, Sunnyside, and communities across Benton, Franklin, and Yakima counties. Virtual consultations are available for clients in rural communities throughout eastern Washington where an in-person visit is not practical.

If your city is not listed above, call or text (509) 786-1900 — if you are in eastern Washington, we are likely your neighbor.

In-Person or Virtual — Your Choice

Whether you are in Kennewick or a rural community two counties over, you have options. Mark meets clients in person at the Prosser office or virtually — whichever is more convenient for you. Same conversation, same preparation, same honest look at where you stand.

Education Before Everything

Mark is known for turning complex retirement topics into plain English. Whether through a podcast episode, a seminar, or a one-on-one conversation, he explains every option before making a recommendation — so you can move forward with confidence, not pressure.

What We Cover — Across Every Community We Serve

My Safe Money Matters provides retirement income planning, Social Security guidance, annuities, life insurance, long-term care planning, disability insurance, estate planning review, and policy review services to residents throughout the Tri-Cities region and eastern Washington. Every service is available in person or virtually regardless of location.

• Social Security planning — timing strategy, spousal benefits, survivor benefits, divorced spouse eligibility
• Annuities — fixed indexed annuities, guaranteed income, long-term care riders
• Life Insurance — survivor income, tax-free legacy, final expense planning
• Long-Term Care Planning — WA Cares Fund gap, long-term care insurance, short-term care, hybrid annuity LTC
• Disability Insurance — income protection for pre-retirees in the final working years
• Estate Planning Review — beneficiary designations, SECURE Act updates, legacy planning
• Policy Review Corner — honest, no-obligation review of any existing annuity, life insurance, or disability policy
  

Communities Served

My Safe Money Matters provides retirement income planning and insurance services to residents of Kennewick WA 99336 99338, Richland WA 99352 99354, Pasco WA 99301, Prosser WA 99350, and West Richland WA 99353, and communities throughout Benton County, Franklin County, and Yakima County in eastern Washington. In-person and virtual consultations are available. Contact: 509-392-4366.