Clearview Insurance Services
CIS is a family owned benefit agency dedicated to personalized service for our clients. With 20+ years of experience, we know how important a (clear) point of contact is with open communication and mutual understanding.
WealthMark LLC is a registered investment advisor based in Bellingham, Washington. Our firm focuses on global-macro, balanced risk investing. We love what we do and take great pride in offering clients a unique array of services aimed at improving each individual’s financial journey.
Washington Elder Law are a caring and committed team of professionals who strongly believe in what we do. Our goal is to safeguard our clients’ hard-earned wealth for their enjoyment today and that of their loved ones after they are gone.
We are driven by the desire to educate and assist our clients in making the best planning decisions possible. This is why we offer complimentary workshops and make the planning process as simple and transparent as possible. It is also why we take the time to get to know our clients well and explain complicated legal and financial principles in plain English, not confusing “Legalese.” Only when we fully understand your concerns and goals for the future, and you understand the planning options we can use on your behalf, do we design the plan that is right for you.
We cordially invite you to attend one of our upcoming workshops.
Smart Portfolios offers the complete solution for financial advisors using the best-of-breed science behind its Dynamic Portfolio Optimization™ to provide superior asset allocation models for investment professionals.
WLFB Inc. is a registered adviser with the state of Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons 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.