Announcing Our Junior Team Member  

Proud, first-time parents, Aretha Allen and Tyler Ryan, 
are delighted to announce the birth of their daughter Camille Grace Ryan.

Camille was born at 11:45 AM on February 1. Weighing 7 pounds, 15 ounces and 21 inches long, Camille has brought endless joy to her family from the beginning. Aretha and Tyler are happy to report that Camille is enjoying all sorts of activities as she grows and learns quickly. They are also well-rested as Camille is sleeping through the night! Camille's office family at Multop Financial couldn't be more thrilled with their newest member of the team!

Are you financially confident?  When it comes to investment management and creating a solid financial plan, the areas of discussion are vast.  Over the next several months, we look forward to writing this column where we will begin the conversation about fundamentals and work up to more detailed topics. Our goal is for you to answer "Yes" to that opening question.  At Multop Financial we believe it is imperative to have a solid foundation from which to build investment decisions and financial confidence.  Let's get started!

How can you structure your retirement income to last as long as you live? The retirement income management process requires a more defensive approach than most retirees realize, creating the need to go beyond managing assets and systematic withdrawal plans.  Retirement-specific risks, such as unknown longevity, rising health costs, market shocks and inflation and/or interest variations make retirement income planning a difficult challenge for all but the wealthiest clients.  Here are the first two steps of our six-step planning process.

Step Two: Identifying Retirement Risks

Stay tuned for more steps in upcoming editions of e-Compass!

We're Expanding Services To Our BP Clients

We are happy to announce our expanded services to BP clients! For years we have been helping  BP employees at Cherry Point to maximize their portfolios and in-service rollouts. Due to increased interest at other plants, Executive Director of Financial Services, Tyler Ryan, has made two trips in six months to Prudhoe Bay, Alaska and will be visiting Chicago/Whiting, Indiana April 18-22. We look forward to providing our specialized services to more and more BP employees as we visit you where you work and live.

BP Retirement Roundtables - All Your Questions Answered! 

Getting ready for retirement? We're serving up breakfast, espresso and Retirement Tips & Advice especially for BP employees.We'll answer your retirement questions with current rate information and assist with your in-service rollovers.

WHEN - Fridays, 9 AM - 10:30 AM 

See Dates below 

• April 26
• May 10
• May 24
• June 14

WHERE - Multop Financial

                  Barkley Village

   2210 Rimland Drive, Suite 101

   Bellingham, WA 98226

Contact Kristin to reserve your seat at the table!