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 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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December 2019. I am currently not accepting new clients through March 1st, 2020. You may still request a brochure for future reference.
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, LLC. 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 businesses. Individuals have hired Twight Financial Education to:
- Create a spending plan which works for you. I like the 50/30/20 ratio (Needs,Wants, Savings/Debt Repayment)
- Review existing 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 personal or business needs, please contact me at 206-325-5185 or Dana (at) TwightFinancial.com for details including required disclosures, and fees. Or join me on Facebook, Twitter, LinkedIn or NerdWallet.
Disclaimer 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.