The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Bellevue is here for you, serving the Greater Eastside, including Bellevue, Kirkland, Redmond, Sammamish, Issaquah, Carnation, Duvall, Renton, Newcastle, Maple Valley and Mercer Island. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
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No one taught you how to keep more of what you work so hard to earn, but we will, and we'll do that for FREE. We'll help you prepare your personal financial snapshot (where you are right now) and that's FREE too. After that we'll help you prioritize your next steps suitable and affordable for your circumstances--we get paid for that.
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Full Service Financial Advising, Wealth Management, Retirement Planning, 401(k) Rollover, Life, Disability, Long Term Care, Brokerage, IRA, Roth, 529 Plans, Estate Plans, Annuities, Bonds, CDs, Stocks, Mutual Funds, ETFs, REITS
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.
Avier Wealth Advisors provides financial planning and investment advisory services on a fee-only basis to individual investors, families and business owners. We are committed to building enduring partnerships with our clients based on mutual trust, shared values and sound investment strategies. Through transparency and clarity that comprise the heart of our work, it is our goal to help clients live richer, more fulfilled lives. Our specialities include but are not limited to: Maximizing corporate benefits, Dimensional Fund Advisors (DFA), Women and Investing, Distribution Strategies, Concentrated Stock Positions, Fee-Only Financial Planning, Investment Management, 401(K) and IRA, Tax Planning, College Education Planning, Stock Options, Insurance Review, and Estate Planning The content posted to this page is for illustrative purposes only. Individual situations may vary. Please consult your advisor to determine if the scenarios discussed on this page are right for you. Investment Advisory services offered through Avier Wealth Advisors. Testimonials on this page are uncompensated and to the best of our knowledge, free of conflict.
Fee Based Independent Retirement Planning by your own Certified Financial Planner. Over 30 years in Bellevue.
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Pacific Financial Advisors was created to provide financial expertise that is unique, transparent and thorough, while always acting in our clients' best interest as a Fiduciary. Pacific Financial provides Investment Management, Tax, Retirement & Legacy planning in Washington, Oregon and California. Our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress free and prosperous life.
We are a wealth advisory team primary for a small group of very successful professionals, executives and pre/post retirees. We have developed and refined the 5 POINT process that puts every piece of the financial puzzle together, engages every service provider into the process, so our clients always have the complete picture, now and into the future.
