ARE YOU FINANCIAL ADVISORS?
We hold health and Life Licenses that allow us to do some 401k plans and annuities. We do not manage any investment accounts. This also frees us up to work alongside your existing advisor or introduce you to an expert on our team.
ARE YOU CPAs?
We actively attend continuing education classes for CPAs, work in close concert with them, learning all we can because taxes might have the largest impact on our client' wealth.
WHEN SHOULD I HIRE YOU?
You should hire us if...
1. You are a realtor, small business owner or 1099 independent contractor.
2. You want to start, grow or exit a business.
3. You feel you could be more efficient in your business but don't know how.
4. You feel you pay too much in taxes and/or lack a creative tax strategy.
5. You have a lack of clarity on any financial decision, insurance product or strategy.
6. You want an unbiased, third-party consultation to provide clarity and support.
7. You don't have the time to interview critical business partners and need access to our network of help.
8. You want to create or revise a business plan
For more, please visit our products and services page.
WHAT LICENSES DO YOU HOLD?
Every member of NW Premier holds Life and Health licenses.
CAN YOU WORK IN ANY STATE?
We have clients coast to coast.
ARE YOU A FIDUCIARY?
We gladly adhere to the strict fiduciary standard and do everything in our power to work of behalf of our clients.