Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
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o<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
FS 12 — <strong>Five</strong> <strong>Star</strong> award information: www.fivestarprofessional.com<br />
Special advertiSing Section<br />
The Appropriate Balance Team<br />
r Professi<br />
<strong>Wealth</strong> Management Solutions Tailored to Meet Unique Client Needs<br />
e <strong>Star</strong> Professiona<br />
Left to right: Reg Tilley, two-year winner Margaret Youch, Julie Dowell, Eddie Woo, Bruce Yates,<br />
three-year winner Mary Ann Ferreira, ve-year winner Doug Custer, Brian Johnson<br />
• Team approach to fi nancial planning, asset management and wealth transfer<br />
• Tactical investment approach focused on limiting downside risk<br />
• Thoughtful and exceptional service to meet the unique needs of clients<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Titles: CERTIFIED FINANCIAL PLANNER, Master of Business Administration<br />
Designations: Chartered Market Technician®, Chartered Advisor in Philanthropy®<br />
We work to develop meaningful fi nancial relationships helping<br />
individuals, families, health care professionals and business<br />
owners with planning and investment strategies that are<br />
aligned with their personal and fi nancial goals.<br />
We build portfolios in a team-based approach, striking a<br />
Areas of Focus:<br />
<strong>Wealth</strong> Management,<br />
Financial Planning,<br />
Investment Management<br />
balance between managing risk and achieving performance<br />
objectives tailored to each individual’s needs.<br />
Our commitment is to provide honest and ethical wealth<br />
management services that help people reach their fi nancial<br />
goals and attain fi nancial peace of mind.<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Appropriate Balance Financial Services, Inc.<br />
500 108th Avenue Northeast, Suite 910 • Bellevue, WA 98004<br />
Direct: (425) 451-0499 • Toll-free: (888) 451-0499<br />
info@abfsnw.com • www.abfsnw.com<br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
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<strong>Star</strong> Pr<br />
<strong>Five</strong> <strong>Star</strong> Profes
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