e-Compass - keeping you headed in the right direction

A Holiday Message from Multop Financial


       


The holidays are here, the year is drawing to a close; time to welcome 2013. This year challenged many of us, it brought many of us closer together, and it offered some of us new opportunities. Now is the time for the holiday spirit to work its wonder and make the end of the year memorable, as good cheer and festivity prove contagious.

 

From all of us at Multop Financial, we wish you every happiness during the holidays and may you have a prosperous New Year! We greatly value your business. It is truly an honor to serve you.

 

Tax Season Coming Soon! 

 

Hard to believe, but tax season is right around the corner. Tax clients will be receiving pre-scheduled appointment slips and organizer packages during the first week of January. We are excited to meet with you again, and encourage you to review your packages and call us with any questions.

   

This year we are happy to provide an opportunity for you to meet our insurance team, Locker & Ebert Insurance. Get a no-obligation quote on auto, home and life insurance while you are here for your tax appointment! All of your financial and insurance needs taken care of in one-stop, under one roof!      

   

Can We Avert the "Fiscal Cliff?" 

Most likely you have heard about the "looming fiscal cliff", the "coming fiscal cliff" and so forth. What exactly is it? Briefly stated, the "fiscal cliff" is a potential $7 trillion dilemma facing Congress this winter- a Congress not known for ready cooperation. If America goes "over the cliff", our economy could stumble. Continue reading...

 

Click Here to View & Download the Complete Article

 

If you are concerned about how the recent election or fiscal cliff could affect your investments, please don't hesitate to contact us.

 

Economic Outlook

Fall/Winter 2012-2013

The latest edition of our Executive Economic Outlook is now available online! Our semi-annual article is written entirely by Multop Financial's executive team, accountants, and portfolio managers. It is designed to explain what our research and experience suggests will take place over the next 6-12 month period with regards to the economy and current investment environment.

 

Economic Outlook Fall/Winter 2012-2013

Click Here to View & Download the Complete Article

 

We welcome your input and feedback and as always we are here to provide guidance and offer more in-depth recommendations on an individualized basis.

Securities and Investment Advisory services offered through Multi-Financial Securities Corporation, an independent, registered broker-dealer and Registered Investment Advisor.  Member FINRA/SIPC. 

Multop Financial and Multi-Financial are independent companies.

December 2012
 

 

News & Events

Upcoming Event

 

"Demystifying Social Security and Medicare"  

 

      

Andy Landis: Nationally acclaimed author & speaker 

 

RSVP NOW

 

Join us for this two part seminar on Friday, January 11th from 2pm-4pm at the Bellingham Golf & Country Club.

 

"Social Security: From Mystery to Mastery"

Everyone pays for Social Security, but no one knows what they're buying. It's time to find out and seize control of your future finances! Andy's most popular talk solves Social Security's top ten mysteries in an entertaining, humorous, and informative way.

  

"Medicare and Medigaps: Understanding Your Options"

 How will we best deal with staggering health care costs in retirement? Learn the simple facts about Medicare, when to apply, and the Medicare gaps you must fill. Discover the impact of the 2010 health care reform bill. Explore your options with "Medigap" policies, Medicare Part C Advantage plans, Part D drug coverage, and Long Term Care insurance.

 

 Call today to reserve your space! RSVP here or call us at (360) 671-7891.

 

 

Multop Financial Hours 

Monday - Friday 9 - 5

 

Closed Saturday & Sunday

 

Holiday Hours

 

Closed:

 December 24th

December 25th

December 26th

December 31st

January 1st

We appreciate your business and referrals. Please forward the e-Compass to friends & family. 

www.multop.com 

Multop Financial  

2210 Rimland Dr, Ste 101  

Bellingham, WA 98226

 

Ph:   (888) 671-7891

Fax: (360) 671-4963

 

E: info@multop.com