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Be Our Guest!
Multop Financial's Educational Series Continues...
Don't miss this unique opportunity to learn more about Investment Funds from their senior managing officers!
Date:
Friday, February 10th
, 2017
Location:
Bellingham Golf & Country Club
9:00 am
- Presentation begins with Q&A to follow
10:30 am - Event Concludes
Learn what's important and what's not when it comes to making investment decisions!
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Reminder from the Tax Department
Keep an Eye Out For Your Organizer!
Tax season is almost here!
All current tax clients can watch their mailboxes in January. We will be sending out your pre-scheduled tax appointments and worksheets. We take the liberty of setting up the appointments in advance in order to ensure that every client gets an appropriate amount of time with our team of CPAs.
We look forward to seeing you at tax time. If you have any questions, please contact us at (360) 671-7891 or
click here
.
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Retirement Planning
Once a Luxury For a Few, Now a Necessity For All
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Ted Newman
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At Multop Financial, we work towards success using a three-stage process to manage your retirement income. Our comprehensive approach is written and published in book form for careful review and discussion with each client during the first few consultations, prior to any business being conducted.
Our team of advisors will work with you to develop a customized financial plan specific to your personal goals.
To learn more about our three-stage process,
click here
.
For a complimentary consultation or for a review of your company's 401(k) plan, please
click here
.
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Multop Financial Online Update
Multop Financial is on Facebook and Yelp! We look forward to helping you with any financial planning or tax advice you may need. However, f
or your protection, as well as compliance with industry protocols, we are unable to respond to direct inquires via the messaging systems on these websites. Feel free to visit our profiles, but please continue to reach our office at (360) 671-7891 or via email at info@multop.com with any questions you may have.
Thank you.
(Please note: you will need to log into Facebook in order to view our page.)
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Securities and Investment Advisory services offered through Cetera Advisors LLC, an independent, registered broker-dealer and Registered Investment Advisor. Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
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Winter 2017
We wish you a Happy New Year filled with good health, much success and many happy moments with your family and friends. We look forward to playing a small part in making 2017 a prosperous one for each and every client.
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BP Roundtable Event
Attention all BP employees
First BP Roundtable Event of the Year
Friday, January 27th
9:00 am - 10:30 am
Multop Financial
2210 Rimland Drive,
Bellingham, WA
Suite 101
90 minutes. Two important topics including Super-Charge Your 401(k) Options and What Would it Take to Retire Tomorrow.
To reserve a seat now, please
click here or call our office directly.
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| Team Focus Eric Grytdahl Client Services Assistant  Eric joined the Multop team last year and his work ethic and friendly demeanor have made him a pleasure to have as part of the team.
To learn more about Eric and his contributions at Multo
p
click here.
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Multop New Year Recipe
Egg White & Avocado Salad
Are you looking for an easy, protein packed dish to help you power through your New Year resolutions? This delicious recipe is one of Eric Grytdahl's favorites and will help keep you energized while on the go. This recipe can be viewed by clicking here.
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Regular Hours
Monday - Friday
9:00am - 5:00pm
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| Multop Financial 2210 Rimland Dr, Ste 101 Bellingham, WA 98226 Phone: (360) 671-7891 Toll Free: (888)-671-7891 Fax: (360) 671-4963 Email: info@multop.com
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| We appreciate your business and referrals. Please feel free to forward our current e-Compass to your friends and family. www.multop.com |
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