The Advantages of Outsourcing Trading

The Advantages of Outsourcing Trading

INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES If there is one thing financial advisors could use more of, it’s time. More time means you have greater flexibility to meet with clients and grow your practice. How do you find more time? You identify the ongoing tasks...
Technology Updates You Should Act on Immediately

Technology Updates You Should Act on Immediately

INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES When you have a small business, implementing new technology is easy to put on the back burner. Last year, Gartner surveyed 699 small and mid-sized businesses and found only 35% considered keeping up with technology to be a...
The Anatomy of a Sound Financial Plan

The Anatomy of a Sound Financial Plan

INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES What makes up a sound financial plan? The answer to this question differs depending on who you ask. Anyone can hang a shingle declaring they do financial planning; however, those dedicated to doing what’s right for their...
HEADQUARTERS
1601 Cooper Point Road NW
Olympia, Washington 98502
BUSINESS DEVELOPMENT OFFICE
917 Pacific Avenue, Suite 407
Tacoma, Washington 98402

The investment professionals associated with this site are registered representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management and Financial Advocates are separate entities from LPL Financial.

The representative(s) associated with this site may discuss and/or transact business with residents of all fifty states.

Investments are:

Not FDIC InsuredNot Bank GuaranteedMay Lose ValueNot Insured by any Federal Government Agency Not a Bank DepositNot NCUA InsuredNot Credit Union GuaranteedMay Lose Value