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For Over 35 Years, Helping You Plan Your Financial Future We have been committed to serving the insurance and financial needs of individuals and employers throughout the Pacific Northwest. Assistance with asset creation and preservation is our primary focus. Together we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, then manage that plan. |
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Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. Determine whether you should consider refinancing your mortgage. Take this quick quiz to find out your Financial IQ Use this calculator to estimate how much income and savings you may need in retirement. |
September 03, 2010 @ 11:15 AM
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This website is a publication of Evans Capital Management Associates. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Information on this web site is directed toward Richard Evans, Dallas Evans, and Tom Heinzle are separately registered as investment advisor representatives under Evans Capital Management Associates, a Registered Investment Advisor registered with the Securities and Exchange Commission. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Washington.
An IA rep may only transact business in a state if first registered, or is excluded or exempt from state investment adviser or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of the investment adviser or IA rep, a consumer should contact his or her state securities law administrator.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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