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We Aim to Meet Your Goals
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Client/advisor partnership approach to financial planning/management |
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Focused, exceptional client service |
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Building and preserving your wealth, generational asset transfer |
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Areas of focus: Comprehensive Financial Planning, Portfolio Management, Retirement and Estate Planning, Retirement Distributions |
Were you aware it was a positive year in the stock market? Do you know the best entry/exit point or when to reallocate your portfolio? Do you have a gifting strategy in place? How do you make appropriate beneficiary arrangements?
Why sit on the sideline? There is always more than one solution. Dee's role is to guide her clients through the financial planning process, to make informed appropriate decisions, given their situation.
With 17 years experience, Dee specializes in understanding current market and economic trends, governmental policy changes and how they impact your portfolio, using a collaborative approach to help achieve financial solutions. Services include portfolio management, cash flow management and distributions, estate planning and the impact of asset ownership and beneficiary arrangements with respect to second marriages.
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Areas of Focus
| | | Investments |
| | | Financial Planning |
| | | Estate Planning |
| | | Business Planning |
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Securities and Advisory Services offered through Commonwealth Financial Network, member FINRA/ SIPC; a Registered Investment Advisor.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Seattle area (includes King, Snohomish, Pierce, Thurston, Island and Kitsap counties in the state of Washington) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 12,000 wealth managers in the area. 2,697 award candidates in the Seattle area were considered for the award, of which 682 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Seattle magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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