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SERVICES

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

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FINANCIAL PLAN

If you have financial goals, you should have a written financial plan. A financial plan can help you figure out how reduce debt, get your spending back on track, prepare for retirement or your kids college, and how to best position your investments.

  • Retirement Planning

  • 401(k) Planning

  • 403(b) Planning

  • College Planning

  • Estate Planning

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PORTFOLIO MANAGMENT

Do you ignore or struggle with managing your portfolio on an ongoing basis? Perhaps you randomly selected some investments and do not monitor or re-balance them.

  • includes a  complimentary financial plan 

  • provides ongoing help with the management of your assets

  • Management of your accounts and trading

  • cost-based on percentage of assets 

  • managed accounts are held at Charles Schwab 

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Address

11201 SE 8TH ST

STE 150

Bellevue, WA 98004

Contact

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1-(877)-527-1401 

Individuals affiliated with this SEC Registered Investment Advisor are Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets.  Check the background of your financial professional on FINRA’s BrokerCheck.

 

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. 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.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Copyright 2021 Olde Wealth Management LLC

 

Advisory services are offered through Olde Wealth Management, LLC, an SEC Registered Investment Advisor.

 

© 2020 Olde Wealth Management LLC. All Rights Reserved 

 

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