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Financial Advising reviews in Seattle

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  • Provider name locked. has been my financial planner since early 2008 when I was looking for a fee-only planner. My first pick of a CFP had too many clients and he pointed me to Provider name locked. . I hired Provider name locked. to determine when I could retire, and how to arrange my investments to meet that goal. He provided a financial plan with explicit advice regarding what stocks/funds to sell and which to buy, taking into account taxable vs non-taxable. The plan was delivered in the form of a binder with many charts of projections of investment gains, income, expenses, and details regarding what to do when (pre and post retirement). Provider name locked. favors Vanguard funds because of no load and low cost, but will include existing investments into the plan when instructed. The advice includes what mix of stock vs bonds, domestic vs international, and large/small/risk profiles. He gives his advice, then it is up to you if you want to implement it or not. I took most of his advice, and ended up saving many thousands of dollars in the 2008 melt-down. Since then I have gone back every 8 months or so for help in re-balancing or re-running the retirement model. The initial work of a complete financial plan cost roughly 1% of my overall holdings. My most recent visit was for re-balancing and re-running of the retirement model and that cost $850. He provides a not-to-exceed estimate in advance of any work he does. I am extremely satisfied with his work, and intent to continue to use his services as long as he is available.
    - Jonica K.
  • We met with Provider name locked. twice - once to discuss our financial objectives and goals and then again to review his recommendations. We couldn't have been happier with our experience. He was extremely helpful and professional and walked us through each step of our financial plan, answering all questions along the way. We felt very comfortable working with him and will confidently enact his recommendations. We look forward to working with him again in the future as our goals change.
    - AMBER C.
  • He met with me for approximately 90 minutes to review my financial history, goals, and expectations. This initial meeting was free of charge. He then provided me with an estimate for his services, and outlined expectations. We met again about 4 weeks later to review his recommendations. He addressed my concerns regarding saving plans versus repayment of debt (I am still paying off significant student loans), as well as security issues such as life insurance. I also had recently inherited several investments, and he helped guide me through this. At the end, he gave me a full written summary of his recommendations, and a step-by-step guide on the mechanics of setting up these recommendations. He was very low-pressure, which I appreciated, and as he is not affiliated with a bank or brokerage, he does not pressure you to buy a particular product. He works solely as an adviser, not a manager, so you will still have to do paperwork yourself, but, he was very clear in explaining how to navigate this, which made it less intimidating to me. Because he does not manage money, he charges by the hour, not by the percentage. This meant a greater initial payment, but over time I anticipate this will actually save me money (as I will still be paying a set hourly rate, even when my portfolio grows). Much of his advise was common sense advise; however, for someone like me who dislikes dealing with financial matters, the process of sitting down and reviewing everything was worth the price. He also advised a yearly consultation, which he estimate would take 1-2 hours of billable time.
    - John M.
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Financial Advisors in Seattle

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