Welcome to Olympic Financial Advisors, LLC, a fee-only financial planning, retirement planning, and investment management firm serving clients with a minimum of $500,000 in investible assets in Port Townsend and surrounding areas.
Successful financial planning and investment management takes time, talent, inclination and discipline. While many of us may have one or two of these traits, it’s rare that someone possesses all four. That’s where a financial advisor comes in.
A good financial advisor will help you navigate your financial journey --- sometimes coaching through difficult decisions; at other times, illuminating the way forward with advice and guidance.
Bill Beezley helps clients with a minimum of $500,000 in investible assets develop specific financial and life goals and then assist you in reaching those goals by providing:
Since the firm operates on a fee-only basis and neither sells products nor accepts commissions, our advice can remain completely objective.
Contact us to schedule a no-cost, no-obligation 'Get Acquainted' phone call. We’ll talk about your financial situation, goals and philosophy towards money. If there is a mutual fit, we can set up a complimentary initial consultation meeting. We'll talk further about working together to help you achieve specific goals as well as overall financial well-being.
Bill Beezley, RPA