Welcome
I am an independent, fee-only financial adviser who provides guidance and advice to individuals and families without 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 adviser with a CFP® designation and years of experience with balancing clients wants, needs and goals.
As seen in/on:
KING 5 New Day NW JAN 2019 and JUNE 2019
The Seattle Times Financial makeover July 2019 here and here
Bankrate.com March 2018 here
Daily Mail UK March 2018 here
The Seattle Times financial makeover 2017 here
Huffington Post July 2017 here
Parent Map here (Teenagers and money) 2016
The Wall Street Journal here 2016
Nerdwallet.com How to Prepare for an Impending Layoff here.
Educate. Allocate. Accumulate.
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Twight Financial Education, LLC is based in Seattle, Washington. I have been a stockbroker, investment advisor, or financial educator in Seattle since 1984. I was a Registered Representative from 1984-2004 (holding several securities licenses) and earned my CFP® designation in 1994. Twight Financial is independent and receives compensation solely from clients.
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November 2022: Accepting new clients on a limited basis.
No asset minimums, no product sales. Feel free to request a brochure, using button to the right. |
Twight Financial Education, LLC is a Registered Investment Adviser in Washington state.
I am a registered investment adviser representative of Twight Financial Education. You may request a copy of the firm brochure (also known as the ADV Brochure), below.
Updated annually.
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Services
I provide independent educational and consulting services for individuals, couples and families including:
- Create a spending plan which works for you.
- I like the 50/30/20 ratios or 70/20/10 but it's your money!
- Review existing 401(k) or other employer retirement plans for asset allocation and rebalancing
- Evaluate investment proposals from other firms (aka second opinions)
- Review current holdings or prepare for an inheritance
- Advise new grads on budgeting, credit, identity theft, and emergency funds
- Answer the question "Do I have enough?"
- Learn or refine going from paying down debt to saving to investing
For additional information on how to engage Twight Financial Education, LLC for your personal or business needs, please contact me at 206-355-8093 or Dana (at) TwightFinancial.com for details including required disclosures, and fees. Or join me on Facebook, Twitter, or LinkedIn.
Disclaimer Note
Twight Financial Education, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Twight Financial Education, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.