Client Referrals and Testimonials

Client Referrals and Testimonials

ReferralsSince opening our doors in 2011, we have had many, many satisfied clients.  Those clients would love to leave us a five-star recommendation and we would love to accept it and pass on their experiences.

But, we are unable, by law, to accept or publish their experiences. 

As a Registered Investment Advisor, our firm is held to higher, stricter standards than a Broker-Dealer (Merrill Lynch, Raymond James, Morgan Stanley, etc.).  This rule is in place to protect you, our client.  We value our unique ability to be impartial when giving financial advice and accept the additional regulations that go along with keeping your best interests ahead of our own. 

What we can offer:

  1. There are systems in place to check our credentials.  First and foremost, the US Securities and Exchange CommissionInvestment Advisor Public Disclosure  Here you are able to get a detailed report about our firm and/or advisors.
  2. Next, our good standing with the CFP board can be verified at: Verify an Individual’s CFP® Certification and Background
  3. And finally, the National Association of Personal Financial Advisors, or NAPFA  has the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.  This organization has been recommended by Clark Howard and the Wall Street Journal.   Our membership can be verified at our PROFILE page on their website.
Tim Massie Retirement Planning in Vancouver Washington

Tim Massie, CFP and
Fee-Only Financial Planner
360.687.0244

Retirement Planning in Vancouver Washington

Jay Boekeloo
Fee-Only Financial Planner
and CFP Candidate
360.687.0244

COMMON QUESTIONS WE ANSWER

  • Do I have enough money to retire?
  • Will I run out of money while in retirement?
  • What are topics and other areas that I might not be aware of or that I should know about going into retirement?
  • How should my portfolio look going into retirement compared to when I was saving for retirement?
  • Which pension option should I take?
  • When should I take Social Security?
  • Is my money invested correctly?
  • Do I need long term care insurance? How much does it cost?


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Or, you can always call us at 360.687.0244!

Financial Planner in Vancouver