Retirement Planning, How We Establish a Client Relationship, Investment Strategies



http://www.steilacoominvestments.com/ Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org , a registered investment adviser. Fixed insurance products and services offered through Steilacoom Investments. Steilacoom Investments. 208 Wilkes Street, Steilacoom, WA 98388. (253) 582-5225. This communication is strictly intended for individuals residing in the states of AZ, CA, DC, NE, NM, OR, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. ___ retirement, retirement planning, retiree, retirees, life as a retiree, retirement income planning, estate, estate planning, tax planning, tax planning strategies, affluent, affluent society, beneficiary, beneficiaries, beneficiary definition, designation, risk management, risk management plan, risk management solutions, risk management process, risk management and insurance, asset allocation, asset allocation strategy, strategic asset allocation, alternative investments, alternative investment market, investment diversification, diversification, diversification strategy, diversification and portfolio risk, diversified portfolio, strategic asset management, asset management, contrarian investing, contrarian, contrarian investment strategy, stocks and bonds, stocks vs bonds, unit investment trust, unit investment trust fund, annuities, annuity, fixed annuity, variable annuities, brokered cds, brokered certificate of deposit, reits, reit, real estate investment trust, sophisticated investor, sophisticated investors, how to organize your finances, financial organization, investment peace of mind, financial peace of mind, simplify my investments, knowledgeable investment advice, investment sounding board, sounding board, investment discipline, investing for the affluent, modern equipment, advanced software, reporting services, reporting, analytical tools, advanced analysis, advanced analytics, commonwealth financial network, fidelity investments, national financial services, required minimum distributions, individual retirement account, 401k, 401k rollover, 401k investing, 401k advice, mega corporation, mega corp, personalized customer service, customer service, privately owned company, privately owned business, small business solutions, business travel, modern equipment, advanced software, reporting services, reporting, analytical tools, advanced analysis, advanced analytics, client service, client service excellence, retiree, retirees, life as a retiree, retirement, retirement planning, best in class, solution, solutions, broad array, investments, investment strategies, old fashioned, limited, clientele, electronic, electronic funds transfer, automated clearing house, power of attorney, estate planning attorneys, estate planning, CPA, certified public accountant, living trust, living trust vs will, revocable living trust, irrevocable living trust, beneficiary, beneficiaries, beneficiary definition, designation, employee turnover, steilacoom, ferries in steilacoom, businesses in steilacoom, trains in steilacoom, steilacoom farmers market, pioneer orchard park, farmers market, puget sound, south puget sound, bair drug and hardware, topside bar and grill, bellevue, bellevue washington, western washington university, finance degree, finance major, customer service, personalized customer service, client service, client service excellence, 1854, W.L. Bair; G.L. "Cub" Bair

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