19401 40th Avenue West,
We are happy to sit down and talk with anyone! Whether you are young and need a plan to get out of student debt or established and looking forward to retirement, there are no asset minimums to work with us.
There is no fee or obligation to meet with us.
We are willing to work with you and your busy schedule. We are generally able to meet with clients Monday-Friday between 8:00 AM and 6:00 PM. If that timeframe does not work for you, don't be afraid to reach out to see if there is something we can make work!
Our office is located at 19401 40th Ave W Suite 460, Lynnwood, WA 98036. Although we prefer in-office meetings, we like to accommodate our clients' needs and are open to meeting them where it is most convenient. Not in the area? We are also able to conduct phone or video appointments!
It helps to know more about you prior to our first meeting. Please complete and send the documents to firstname.lastname@example.org. If you have any questions as you fill out the information don't hesitate to give us a call or send a quick email. We appreciate your time completing the documents.
Documents Needed These documents are great to bring to our first meeting!
Budget Sheet This worksheet helps us build your financial plan!
Financial Planning Questionnaire This information will help us understand your current situation!
We offer a variety of services such as financial planning, retirement plans, 401(k)s, long term care, life insurance, and pension maximizing for employees of the state, hospitals, and schools.
Your preference will determine how often we meet with you! At a minimum, we would like to meet and touch base every 6 months.
We continue to grow through clients and their referrals and like to thank them in return! See our events page for more information!