Ask Bob Mitzel
Bob is the founder and president of Robert Mitzel Insurance, LLC. An independent insurance educator and broker specializing in Long Term Care Insurance, Medicare Supplement and Advantage Plans as well as Life insurance and annuities.
He works with financial planners and elder attorneys in making insurance a part of clients estate planning. His office is in Federal Way Washington and he works in all parts of Western Washington with clients in 6 states.
Areas of Expertise: Traditional and Asset Based Long Term Care Insurance, Medicare Supplement and Advantage plans, Life insurance and Annuities.
Robert Mitzel Insurance, LLC 33915 1st Way South Suite 108
Federal Way, WA 98001
- 3 months, 1 week ago
Debbie Ruvo Licensed since 1994 as a Realtor/Broker serving Pierce County and a member of the National Association of Realtors -(NAR); Washington State Association of Realtors -(WAR); Tacoma-Pierce County Association of Realtors -(TPCAR) and a 55+ Certified Seniors Real Estate Specialist (SRES) with Keller Williams Realty. Being the go-to person to assist with downsizing, preparing the home for sale with a network of professionals to assist you for a smooth transition such as movers/packers, estate sales, attorney's, and financial planners.
Areas of Expertise: Real Estate
7525 28th St W
University Place, WA 98466
- 1 year, 1 month ago
At a time when ethics matter more than ever, when you want an agent who can’t be bought or sold…that agent is Diane Terry. She is precise, polished and prepared for everything. Her focus is her client not a text, a tweet or call. Taught early on in life to be a good listener, always ready to learn and certainly willing to give back to her community. She is a shining example of how to succeed in business by ‘caring’. This consummate professional has the heart of a teacher and selflessly shares her learned wisdom with other real estate professionals. Diane’s belief in mentoring (which she has done for many years) helps provide the public with a new breed of educated, thorough and thoughtful, honest and caring Realtors.
She teaches and shares her knowledge with each client so they have control of the decision making process. Earning trust and loyalty with each transaction, Diane exceeds expectations.
Educated in business at the University of Puget Sound, Diane spent nine years in international trade and transportation with Sea-Land Services. Sea-Land afforded her the opportunity to garner valuable negotiation and marketing skills. Customer service skills were honed from living day to day and treating others with joy, interest and respect. Whether it’s business, family or pleasure you would be well served to work with and associate with Diane Terry.
Areas of Expertise: Real Estate
1920 N 34th St
Seattle, WA 98103
- 2 months ago
As the senior financial consultant at JMB Financial Services, Jacob Proulx entered the financial services industry to help protect clients’ hard-earned money while giving as little as possible back to Uncle Sam. His main focus is to use sound financial strategies to minimize income taxes while protecting clients’ assets from stock market downturns. A former Boeing electrical engineer, Jacob is skilled at solving complex problems and explaining the solutions in an easy-to-understand fashion.
Jacob became passionate about becoming a financial professional in 2008 when he witnessed the stock market wipe out trillions of dollars in IRA and 401(k) accounts. As a problem solver, Jacob knew that not everyone lost a huge chunk in the stock market, so he went on a search to find out why not everyone was devastated. His search unveiled a few financial strategies that never lose capital when the stock market drops, and yet receive gains when the stock market rises.
Jacob worked in the mortgage lending industry before entering the financial services industry in 2007. He has since helped multiple individuals and their families in the greater Seattle area build smart financial portfolios. He is licensed in life and disability insurance in the state of Washington and is a member of Missed Fortune Producer Group. He has been featured on local news affiliates of ABC, NBC, Fox and CBS News for his financial experience and trusted guidance.
Away from the office, Jacob enjoys playing softball, pool and golf and spending time with his family. He resides in Bonney Lake with his wife and is the proud father of two sons and three dogs: two pugs and a lab.
Please visit www.JMBFinancialServices.net for more great information.
Areas of Expertise: retirement financial planning
19614 127th St E
Bonney Lake, WA 98391
- 1 month, 3 weeks ago
Jim Feek was the founder of the James Feek Corporation, CEO of Feek Justice Financial and Senior Managing Director of a national consulting firm until the Fall of 2009, when Feek Justice Financial was merged with Conover Insurance. At that time, he assumed the position of Vice President of Conover Life, for its Life Insurance and Estate Planning Division. Jim maintains an expertise in all areas of business, estate and wealth planning, with special emphasis on tax advantageous wealth preservation strategies. A graduate of Pacific Lutheran University, Jim was recipient of the “Centennial Alumni Recognition” Award recognizing him as one of top 100 all-time Alumni contributing to their field of expertise. He has authored and instructed tax courses for Washington, Oregon, California, Virginia and North Carolina Bar Associations and the Society of CPAs in the subject, “Estate Transfer Techniques for Family Succession Planning.”
- Estate Planning for Families and Individuals
- Business Succession and Key Employee Planning
- Creative Life Insurance Solutions for Stability and Investment Value
- Education & Licenses
- Holds Certified Estate Planner (CEP) and Registered Financial Consultant (RFC) designations
Areas of Expertise:Life Insurance
View these resources by Jim Feek:
- 1 year, 2 months ago
Ask Julie Price
Julie has worked with hundreds of clients using the Financial Dashboard, a comprehensive and customized financial plan designed to help people prepare for, transition to, and navigate through retirement.
Currently working? One worrisome question you might ask is whether you will have the same living standard in retirement that you have now while working. Julie helps clients answer questions like this with the Financial Dashboard, a plan that analyzes options like when to retire (or transition out of your business), when and how to start Social Security, whether to take the lump sum or a pension payment, how much to contribute to your retirement accounts and how to draw it down in retirement, and more. We work with you the whole way to help keep you on track.
Already retired? The Financial Dashboard is also for you. It helps by determining a consistent living standard throughout the remainder of your life and what pace to draw down your savings. Maybe you’re looking ahead to some major financial changes like a new housing situation. With the Financial Dashboard, we can help evaluate multiple scenarios to help quantify your options and come up with a strategy designed to meet your retirement goals and objectives.
Julie founded Juniper Investments & Retirement Planning, LLC in 2013. Recently Julie’s practice evolved to join Advisory Services Network, LLC, an SEC registered firm and became Juniper Investments & Financial Planning A Member of Advisory Services Network, LLC. Located in Federal Way, WA, Julie and her firm work with clients all over the Puget Sound area and beyond. Prior to Juniper, she worked as a client service analyst at Russell Investments and as an associate consultant at Spectrum Pension Consultants. Julie naturally connects with her clients as their advisor and advocate. Please check out www.juniperretirement.com for more information.
Areas of Expertise: financial planning
Juniper Investments & Financial Planning, A Member of Advisory Services Network, LLC
33915 1st Way S.
Federal Way, WA 98003
- 2 weeks, 4 days ago
Representing a client’s needs with regard to their real estate investments is the fulfillment of a decades-long dream. My experience as a commercial contractor for 20+ years – an exciting and high-risk industry – prepared me for an ever-changing situation environment. ASP staging credentials were earned after realizing I had actually staged my whole life! And finally, the CMPS lending designation is vital in helping clarify that part of your transaction. My list of preferred referral partners – from inspectors to investors – is at your disposal to assist us in making your first-time journey or your tenth through the transaction process a good experience. Additionally, having sat on the other side of the table myself multiple times negotiating real estate contracts gives me a unique perspective from which to negotiate in my client’s best interest. I would be honored and delighted to make your real estate planning my first priority so your transactions, either selling or buying, position you well both fiscally and with respect to Puget Sound’s unparalleled lifestyle. Areas of Expertise: Real Estate
- No Topics
Tamara Marson is a resourceful and full-service broker described as calm, competent and compassionate. Selling or purchasing in Seattle's competitive and complex marketplace requires sound advice, savvy techniques and thoughtful negotiation. When the time is right, consider scheduling a no-obligation meeting with Tamara to discuss your plans. She will put her years of experience, her passion, and the power of Windermere to work for you. Upon your mutual agreement to work together she will create a strategy to reach your desired outcome. Let Tamara be your Seattle Real Estate Resource!
Areas of Expertise: Real Estate
Windermere Real Estate Midtown 1920 N 34th St
Seattle, WA 98103
- 1 month, 3 weeks ago
Ask Ted Butler
Helping you move from "Opinion to Knowledge", and just as importantly move from "Knowledge to Understanding" with the FHA Home Equity Conversion Mortgage, the modern Reverse Mortgage.
As a Home Equity Retirement Specialist my primary focus is in assisting recent or soon to be retirees help make sure that they have enough cash flow to last their entire retirement.
In addition I spend time working with planners and advisors to help insure cash flow survival in the retirement distribution phase. Recent articles from the Journal of Financial Planning show that housing wealth can play a key role in mitigating sequence of returns risk and reverse dollar cost averaging.
And I am a certified Continuing Education instructor with the American CE Institute and work with Certified Financial Planners, Financial Advisors, Insurance Specialists, Realtors and Builders teaching the use of the FHA HECM as a planning and purchase finance option.
In service, and gratitude.
Areas of Expertise: Reverse Mortgages
- 9 months, 2 weeks ago
- Ask Bob Mitzel