Posted by Brian Westlund (RW Baird and Co.)
Lopez Island
May 1, 2024
Lopez Island
May 1, 2024
425.274.4210
Investments and Retirement Planning
May 1, 2024
I would like to offer a deep dive on helping people understand their current investments, plan for retirement with proper estate planning and helping folks enjoy this wonderful chapter in life with confidence and security.
With 42 years of experience, my focus is primarily helping folks plan for retirement with careful investing, savings, and estate planning including understanding the Washington State Estate Tax.
And if you are retired, I am more than happy to see if I can help if you have any questions or concerns about your current financial plan.
In addition, I have the resources and education to help steer young people in the right direction so they are setting themselves up for their future with consistent saving and long term investing.
Let me know if you have an interest in any of these topics.
Brian Westlund
With 42 years of experience, my focus is primarily helping folks plan for retirement with careful investing, savings, and estate planning including understanding the Washington State Estate Tax.
And if you are retired, I am more than happy to see if I can help if you have any questions or concerns about your current financial plan.
In addition, I have the resources and education to help steer young people in the right direction so they are setting themselves up for their future with consistent saving and long term investing.
Let me know if you have an interest in any of these topics.
Brian Westlund