Welcome
I am an independent, fee-only financial advisor who can provide guidance and advice with no product sales. Often people see a financial planner at a time of transition, a marriage, a death, a new job, or retirement. Or, would you like to learn more about, spending, saving, and sharing in a safe and convivial atmosphere? Want skilled nudging and motivation? Perhaps my firm can be of assistance. I am a fee-only financial advisor with a CFP® designation and years of experience with balancing clients wants, needs and goals.
Read my recent article on how to prepare for an impending layoff here.
Read my recent article on how to prepare for an impending layoff here.
"What I enjoy doing most is helping clients understand, organize, and manage their money."
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Twight Financial Education is based in Seattle, Washington. I have been a stockbroker, investment executive, or financial educator in Seattle since 1985. I was a Registered Representative from 1984-2004 (holding various securities licenses) and earned my CFP® designation in 1994. Twight Financial is independent and receives compensation solely from clients.
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If your question is, "Is it too late to start saving for my future?", or "How I can improve my financial habits?", please feel free to contact Twight Financial Education. I also work with clients already in retirement, on issues such as spending plans, simplifying and consolidating accounts, to understanding the different types of portfolio risk.
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Twight Financial Education, LLC is a Registered Investment Adviser in Washington state.
I am a registered investment adviser representative of Twight Financial Education, LLC. You may request a copy of the firm brochure (also known as the ADV), below.
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- PRODUCTS AND SERVICES -
I provide independent educational and consulting services for individuals, couples, and businesses. Individuals have hired Twight Financial Education to:
Business services also include skilled, confidential assistance for employees experiencing financial challenges, similar to an EAP (employee assistance plan). I also offer on-site employee classes on personal finance, credit and investments. Reducing financial stress benefits employers and employees alike.
For additional information on how to hire Twight Financial Education for your business needs, please contact me at 206-325-5185 for details including customizing a presentation, disclosures, and fees. Or join me on Facebook, Twitter or LinkedIn (icons at the top of this page.) This July I will be giving 2 Estate Planning workshops (employees only) and will be sharing the game My Gift of Grace on July 15th, 2014. I will be joined by my Office Nomads colleague Mike Morita, of Morita Law PLLC.
I provide independent educational and consulting services for individuals, couples, and businesses. Individuals have hired Twight Financial Education to:
- Rebalance 401(k) plans
- Evaluate investment proposals from other firms
- Review current holdings or prepare for an inheritance
- Advise new college grads on budgeting, credit and retirement plans
- Answer the question "Do I have Enough?"
- Choose their first mutual fund to go beyond saving to investing
Business services also include skilled, confidential assistance for employees experiencing financial challenges, similar to an EAP (employee assistance plan). I also offer on-site employee classes on personal finance, credit and investments. Reducing financial stress benefits employers and employees alike.
For additional information on how to hire Twight Financial Education for your business needs, please contact me at 206-325-5185 for details including customizing a presentation, disclosures, and fees. Or join me on Facebook, Twitter or LinkedIn (icons at the top of this page.) This July I will be giving 2 Estate Planning workshops (employees only) and will be sharing the game My Gift of Grace on July 15th, 2014. I will be joined by my Office Nomads colleague Mike Morita, of Morita Law PLLC.
NOTE
The entity is a Registered Investment Advisor in the State of Washington (Other States as Applicable). The adviser may not transact business in other states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
The entity is a Registered Investment Advisor in the State of Washington (Other States as Applicable). The adviser may not transact business in other states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
