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Now Available
Spring/Summer 2014 Economic Outlook is here!
We are pleased to release our Executive Economic Outlook & Summary for Spring/Summer 2014. This 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.
Click here to view our Current Economic Outlook
We encourage you to take a few minutes to read our outlook. We believe it will provide guidance and awareness of the current economic environment. If you have any questions or would like to schedule an appointment with one of our financial advisors please contact our office at (360) 671-7891 or click here.
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Attention BP Alaska Employees
June 25th - 29th
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Good News, Multop Financial will be in Kenai, Homer, Anchorage, and Prudhoe Bay from June 25th through the 27th! Don't miss the opportunity to meet with our dedicated team specializing in BP 401(k) and retirement planning. We invite you to attend one of our presentations in your area:
- Kenai
- June 25th - Dinner at Mykel's Restaurant & Lounge @ 6:00 pm
- Homer
- June 26th - Dinner at The Chart Room at Land's End Resort @ 6:00 pm
- Anchorage
- June 27th - Dinner at The Crow's Nest at the Captain Cook @ 6:00 pm
- Prudhoe Bay
- June 28th - Third Floor Conference Room of the Aurora Hotel @ 8:00 pm
- June 29th - Third Floor Conference Room of the Aurora Hotel @ 8:00 am and 8:00 pm
Private appointments also available!
RESERVE YOUR SEAT NOW
To those affected by the recent announcement regarding BP selling certain assets on the North Slope Alaska oilfields including Endicott, Northstar, Milne Point, and Liberty Field, have you considered how this will affect your retirement plan? These June sessions will give you a chance to ask us the details.
For additional information regarding our trip to Alaska please click on the flyer above. We also encourage you to visit our website at www.multop.com/BP to learn more about the services we offer. If you would prefer to schedule a private appointment with us, please click here or contact our office directly at (888) 671-7891.
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Multop Financial's
Six step process to retirement planning
Our firm's reputation for exceptional service augments our expertise to create advanced wealth management and tax saving strategies. Designing custom plans to help our clients reach their goals within their risk preferences is what Multop Financial does best. This one-stop philosophy not only makes sense, it works in our clients' best interests; saving tax is a large component of increasing net worth.
For more information about Multop's Financial planning process please click on the image above to view our six step process to retirement planning. If you have any questions or would like to schedule a meeting with one of our financial advisors please contact our office directly or email us by clicking here.
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Western States Petroleum Association Appoints Tyler Ryan to Board of Directors
On March 26th, the  Western States Petroleum Association's (WSPA) Northwest Associates Chapter announced Tyler Ryan will be the newest appointee to the Chapter's Board of Directors.
Frank E. Holmes, Director, Northwest Region of WSPA had this to say, "Mr. Ryan's understanding of the Association's goals will be an important addition to the Board, as demonstrated by the unanimous vote of the directors." Tyler Ryan, Executive Director of Financial Services at Multop Financial, was encouraged to join by the dedication of WSPA in ensuring Americans continue to have reliable access to petroleum through policies that are socially, economically and environmentally responsible. "The best way to achieve this goal," says Tyler, " is through a better understanding of the relevant issues by government leaders, the media and the general public. I look forward to playing a part in the progress of this agenda."
WSPA is a non-profit trade association representing twenty-six companies that produce, refine, transport, market and search for petroleum, petroleum products, natural gas and other energy supplies in California, Arizona, Nevada, Oregon and Washington.
Multop Financial looks forward to Tyler's involvement, and we hope to see you on the links at the Annual WSPA Golf Tournament supporting the Bellingham Technical College, which will be held at the
Bellingham Golf & Country Club
May 30th, 2014
If you are interested in learning more about WSPA or becoming a sponsor at the golf tournament, click here.
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Securities and Investment Advisory services offered through Cetera Advisors LLC, an independent, registered broker-dealer and Registered Investment Advisor. Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
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A Word from the President
Monday May 26th 2014 is Memorial Day
Please remember the men and women who died while serving in the United States Armed Forces.
Sincerely, Phillip E. Multop
Retired Master Sergeant, 20+ years
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Lifestyles
Client Feature
A Journey Through Retirement
Randy and Kathy Cheadle
We think their passion for life and adventure is one to admire. In the above photograph, Randy and Kathy are all smiles while in Vietnam on the edge of the Halong Bay. For more information about their journeys across the globe, click here.
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Thank You!
Multop Financial would like to extend a big thank you to all of our tax clients and extend a warm welcome to those who joined us from Barb Demorest's tax practice. We are excited to work with all of you and it has been a pleasure meeting each of you. We look forward to seeing you again next year for your 2014 tax preparation.
For more information about the tax planning and CPA services offered at Multop Financial, click here.
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Congratulations to the Class of 2014
Many of our clients have children and grandchildren graduating high school this year. Congratulations to them all! In particular, several of you have been asking after Matthew Multop, Phil and Melanie's son who is graduating from Mt. Baker High School this month. If you would like to read more about Matthew's future plans please click here.
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Annual Account Review
Attention Clients
Keep an eye out for your prescheduled account review appointment. We will be sending out meeting information beginning in June. If you have any questions please contact our office or email us by clicking here.
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Team Focus
Introducing, Danielle Thomas. Danielle will assist the Multop Team with administrative work as our new receptionist. Many of you had a chance to meet her during tax season. Her upbeat attitude and easy going personality has made her quickly become apart of the team. To learn more about Danielle please click here.
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Multop Financial Hours
Monday - Friday
9:00 - 5:00 pm
Upcoming Holiday Hours
Closed:
Memorial Day - May 26th, 2014
Independence Day - July 4th, 2014
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Multop Financial
2210 Rimland Dr, Ste 101
Bellingham, WA 98226
Phone: (360) 671-7891
Toll Free: (888)-671-7891
Fax: (360) 671-4963
Email: info@multop.com
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