|
||||||||||||||||||
|
|
|
 |
Individuals & Families
A solid financial plan is the backbone to any meaningful investment strategy. We are firm believers in this philosophy and work with every client to identify those financial issues that may impact their long-term goals. Our financial planning software helps us transform client specific information into a concise, easily understood and easily updateable financial plan based upon their needs and goals. This in turn helps them make educated decisions relative to their investment plan.
Employers
Often the difference between a good employer and a great one is the benefits they offer to their employees. One such employee benefit is financial planning assistance. For interested employers and their employees, we offer the Personal Financial Management Workshop.
|
The Personal Financial Management Workshop is an intensive educational program that allows you and your employees to: keep more of what they earn, pursue long-term investment goals, develop an appropriate retirement strategy and evaluate their estate plans – both now and later. The workshop does not offer get-rich-quick schemes or gimmicks and there are no sales pitches. The material that is discussed is completely generic. To keep everyone interested, we present all of the material with top-quality, full color slides and participants leave with goals and a realistic road map for reaching their dreams. |
|
Everyone who attends the workshop will be provided with a personal financial plan and the opportunity to meet with one of our financial advisors for a two hour consultation at no charge. |
Home | Associates | Location | Privacy Policy
Plaza 600 Building : 600 Stewart Street : Suite 1210 : Seattle, WA 98101
Telephone 206.448.7878 : Facsimile 206.448.3589
Site Developed by Envision2000