Simmer Financial Planning, LLC

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My service is to provide a practical, competent, and detailed financial planning process to meet your goals and objectives.

·       Establish Financial Goals & Objectives

·       Retirement Planning

·       Cash Flow Projections

·       Investment Review & Analysis

·       Tax Planning 

·       Mortgage and Loan Options  

·       Estate Planning

All plans are presented to a client in writing, along with recommended action steps. All plans are reviewed and discussed with the client, with sufficient explanation for the client to clearly understand each part of their plan and how it works toward achieving their financial goals and objectives.  

A client's financial plan will be prepared for a flat fee. The fee varies based on the extent and complexity of the client’s needs.  A maximum, not to exceed fee is quoted in a written Advisory Services Agreement.  The aggreement requires signed approval by both the advisor and the client before work begins.

Simmer Financial Planning, LLC

Simmer Financial Planning, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering of personalized investment advice for compensation, will not be made without registration or exemption.