Who are your clients?
We serve individuals and families from all over the United States (as well as some internationally). Our client base includes a wide variety of profiles: young professionals to retirees, small-business owners to corporate executives.
What services do you provide?
We like to say that we provide advice on anything that has a dollar sign. A typical plan will touch on many of the following areas: investment advice, tax planning, stock option planning, retirement planning, education funding, insurance analysis, estate planning and charitable giving strategies.
How do you charge?
We charge a semiannual fee that is based on the percentage of the assets that we manage. This fee covers all of our services (excluding tax preparation, which is an additional fee). Most clients choose to have us simply withdraw the fee from their investment account.
Where can I learn more about NorthWest Financial?
You can learn more by reading our ADV Part 2 and ADV Part 3.