“A goal without a plan is just a wish.” — Antoine de Saint-Exupery
Financial Planning Services
We help you clarify your personal and professional aspirations, and confidently plan and achieve life success, however uniquely defined by you.
- Gain the security of knowing where you stand. We evaluate your total financial situation, including cash flow, investments, education and retirement funding, health care, business, real estate, taxes, estate planning and gifting.
- Experience peace of mind with advance planning. We’ll help you identify and address your special concerns and future requirements.
- Relax knowing you have a trusted advisor to help monitor and guide your plan to fruition. We help you identify and achieve your priorities and goals, and update your plan as needed over time.
We don’t sell products and we don’t receive commissions for these services. Our hourly fee is simple and up-front, based only on the time and resources devoted to your personal plan.
Proctor Company, An Accountancy Corporation is a registered investment advisor in the State of Washington.
It’s never too early—or too late—to plan for your success. Call Steve Yun today at (425) 451-9697 or email Steve@ProctorCompany.com for an appointment.