Bellingham Financial Planner

1
People trying to invest in shares can reach us!!!

2
Investors tend to make costly mistakes. Markets
are volatile, and fear can play a role when your
entire financial future is at stake. We are here
as your partner to keep you on course, preventing
emotions from derailing your best laid plans and
and destroying all you have worked for.
Independent financial planner
3
Your money is managed for your benefit, not the
benefit of a Wall Street brokerage firm or a
securities salesman. Our unique strategy has
been refined over thirty years. It is designed to
capture market returns, eliminate unnecessary
risks, and protect your wealth from excessive
costs and taxes.
4
Experts look at your entire financial picture
your current situation, life goals, investment
portfolio, insurance coverage, and estate plan.
Each of these aspects of your financial life is
brought together to work in concert within a
comprehensive financial plan.
5
Listening carefully and asking questions enables
us to understand what is important to you. Only
by understanding your cherished values and your
unique situation can we effectively guide you
down the path toward success.
independent financial advisor
6
visit us _at_ contact 103 E. Holly Street,
Suite 505, Bellingham, WA 98225
Info_at_FinancialPlanInc.com Phone [phone]
Toll Free [phone] Fax [phone]
www.financialplaninc.com