Your Partner for Financial Independence

We have founded a boutique wealth management business solely focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their life.

 

Does your current advisor utilize the following strategies?

 

1. Design & implementation of a zero tax retirement income plan?

2. Create a personal 401(k) account for married couples (hint: can be created with any existing company plan for residents of WA)?

3. Design an investment strategy that eliminates market loss and allows full upside participation when the stock market goes up?

4. Provide ready access to each client when clients have an immediate question? (i.e. including evenings or weekends)?

5. Draw on industry experts to provide guidance on complicated tax, estate planning, nuptial, or property agreements?

 

If you have access to this client experience with your existing advisor, congratulations you don’t need my services! 

If not, schedule a 15-minute no-obligation call and share your thoughts on what matters most to you.

 
 

Personal Risk Number

By identifying your unique Risk Number, we eliminate the industry standard of labeling your risk by conservative, moderate, or aggressive. By establishing your personal RN, we can personalize any investment portfolio that you own.

Work-Optional Number 

Instead of answering an endless number of questions about retirement account balances, budgets, cash flow analysis, rates of return. We make it easy, quick, and into a single number that we can measure, monitor, and easy for clients to understand.

Savings Target

Saving for college, a new home, or creating a legacy; clients can quickly determine if they have achieved their goal or how they are progressing towards achieving their goal.

 

Our Address

6625 Wagner Way NW #301
Gig Harbor, WA 98335

Our Phone No.

Toll-Free: (855) 655-9800

Fax: (888) 891-3029

© 2020 by ePersonal Financial, LLC

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ePersonal Financial to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

ePersonal Financial is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory Services offered through Sowell Management Services, a registered investment advisor. Please be advised that all email sent to or from Sowell Management email systems are subject to archiving, monitoring and/or review as required by the Securities and Exchange Commission (SEC). Please be reminded that this is an unsecured email service and should not be used for sending confidential or sensitive information such as social security number, account number or any other personal or financial information in the content of the email.