|
|
|
Now Available
Fall/Winter 2014/2015 Economic Outlook is here!
 Here is our Executive Economic Outlook & Summary for Fall/Winter 2014/2015. 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.
| |
|
Virtual Tours!
Learn more about our firm
We felt that it was time to keep up with the ever changing world of technology and go viral! Since the number of our out-of-town clients continues to grow, we decided to bring the office to you through videos on our website. Please take a virtual tour.
Tour our Firm
 Multop Financial, located in Bellingham, WA since 1976, is your destination for experienced Tax and Financial Planning. If you would like to learn more about our firm within Barkley Village please click on the video to the right.
Meet our Team
 We provide a team of Certified Public Accountants, Certified Financial Planners, and Tax Specialists to manage your investments over your lifetime. We differentiate from most other Wealth Management firms by offering financial planning, accounting, CPA and tax services together under one roof. To hear from our dedicated team please click on the video above.
Learn about our Services
 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. To learn more about our service philosophy please click on the video above.
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.
| |
Attention BP Alaska Employees
October 16th - 21st
| |
 Multop Financial will be in Kenai, Homer, Anchorage, and Prudhoe Bay from October 16th through the 21st!
Don't miss the opportunity to meet with Phil Multop and Tyler Ryan, BP 401 (k) and retirement planning specialists. We invite you to attend one of our presentations in your area:
Kenai: Thursday, October 16th - Dinner at Mykel's Restaurant & Lounge @ 6:00 pm
Homer: Friday, October 17th - Dinner at Wasabi's Restaurant @ 6:00 pm
Anchorage: Saturday, October 18th - Dinner at The Crow's Nest at the Captain Cook @ 6:00 pm
Prudhoe Bay -
Third Floor Conference Room of the Aurora Hotel
Sunday, October 19th @ 8:00 pm
Monday, October 20th @ 8:00 am and 8:00 pm
Training Room on the far North end of the Aurora Hotel
Tuesday, October 21st @ 8:00 am
Private appointments also available!
RESERVE YOUR SEAT NOW!
|
|
|
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.
|
|
|
|
| Words from our Founder | |
As we finish up our annual financial planning review appointments and begin preparation for another tax season only three months away, Multop Financial would like to extend a warm thank you to all of our clients for your continued business. We appreciate your ongoing support and referrals.
Sincerely, Phillip Multop
| |
|
Lifestyles
Client Feature
A Helping Hand
Joe & Robin Wilson
We are pleased to announce this edition's client feature; Joe & Robin Wilson! Their compassion and desire to provide a helping hand to people in need is admirable. If you are interested in learning about the Wilsons' adventures click here.
|
|
Team Focus
Lauryn Peugh
Financial Service Assistant
Multop Financial is pleased to feature Lauryn Peugh as our team focus. She is a key member of our team, supporting Phil, Ted & Aretha with client service. If you would like to learn more about her accomplishments, and how she can assist you with your account service needs, please click here.
|
|
ATTENTION BUSINESS OWNERS
Tax Planning - Fourth quarter reviews
The end of 2014 is fast approaching! Now is the time to review your year-end tax situation and make sure you are not giving up more of your hard earned money to the IRS. There are still some tax deductible options business owners have available, whether it's through purchase of equipment or employee benefit/retirement plans. Business owners often make the mistake of closing out their books for the year before they realize additional deductible options. If you'd like to have us review your current situation please call today.
|
|
How to Smoke Alaskan Sockeye Salmon
Tyler Ryan's Family Recipe
Salmon lovers have their own family recipes for smoking salmon. Here is one of the Ryan family's favorites when salmon season comes around. For their "secret" recipe click here.
|
|
We appreciate your business and referrals. Please feel free to forward our current e-Compass to your friends and family.
www.multop.com
|
| | |
Multop Financial Hours
Monday - Friday
9:00 - 5:00 pm
Upcoming Holiday Hours
Closed:
Veteran's Day - Nov 11th, 2014
Thanksgiving - Nov 27th & 28th, 2014
| |
|
| |
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
|
|
|
|
|
|
|
