Investment Planning Approach
We provide a wide range of investment planning services
A sound investment plan will take your goals, objectives, resources and risk tolerance level into account. A dedicated investment planning adviser can help guide you through this often complicated process to determine the most worthwhile investments and the best strategies for mitigating risk.
Our Investment Planning Approach
We take a client-centered approach to understand our clients’ short- and long-term goals and the appropriate allocation of their overall assets. When you entrust us with your investment planning needs, we keep you informed and on the same page every step of the way, so you’ll never have to wonder where your investment portfolio stands.
Highly Experienced
Retirement planning, estates, taxes, & more
Expert team
Highly knowledgeable & professional
Passionate
A true passion for helping people
Leader in the market
Visionaries & industry leaders
Advisory services offered through REAP Financial Group, LLC, an SEC registered investment advisor (CRD No. 144560). REAP Financial Group, LLC’s Form ADV Part 2A and Form ADV Part 3 are available free of charge at https://adviserinfo.sec.gov/. Seattle Fiduciary Advisors is a trade name used exclusively for marketing purposes, is independently owned and operated, is not a registered investment advisor, and is not affiliated with REAP Financial Group, LLC. Insurance products are offered only by properly licensed individuals and are not offered through REAP Financial Group, LLC. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract. This material includes links to independent, third-party websites that are not affiliated with or controlled by REAP Financial Group, LLC or Seattle Fiduciary Advisors. When you follow a link to one of these sites, neither REAP Financial Group, LLC nor Seattle Fiduciary Advisors warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.
