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LOOKING FOR A FINANCIAL ADVISOR?
If you're looking for an advisor who wants to get to know you and your goals on a personal level, I'd love to talk! My favorite clients to work with are "normal" people (you don't have to be uber-wealthy!!!) who just want someone to help them make informed decisions they won't regret later on. I pride myself on making things easy to understand and being super organized in how I manage our relationship and your financial needs. (You wouldn't believe how much project management there is in being a financial advisor!)
Whether you need help deciding what to do with a retirement account from a former employer or starting one from scratch, I can help! I can also help you with life insurance to help protect your family or allow for business continuation. And a lot of other things. But we can talk about that later.
What are some popular questions I get asked? Here are a few:
Should I have a Roth or a Traditional IRA?
Am I saving enough to retire?
Does my portfolio have appropriate diversificaiton/asset allocation? (Or, what the heck is asset allocation???)
What are mutual funds? Do they make sense for me?
Is there some sort of account for me as a business owner where I can put more money away for retirement and also reduce my tax burden? (Hello, self-employed friends who'd rather pay as little in taxes as they possibly can!)
Have other questions? Give me a call or shoot me an email, there's never a fee just to talk. Hope to hear from you soon!
Visit the Waddell & Reed Wealth Management Site:
P.S. Most of my clients live in Whatcom and Skagit County, but there are ways to work together even if you don't, so please don't let that stop you!
There are benefits to being local; if you're in Bellingham, Ferndale, Lynden, Blaine, Birch Bay, Sedro Woolley, Everson, Mount Vernon, there's a good chance that we could meet over coffee for our first meeting. If coffee is something you're into.