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 />
Peter J. Taafe<br />
r Professi<br />
FS 24 — <strong>Five</strong> <strong>Star</strong> award information: www.fivestarprofessional.com<br />
Special advertiSing Section<br />
Holistic Advice to Help You Plan for the Certainty of Uncertainty<br />
e <strong>Star</strong> Professiona<br />
• Experience: since 1988<br />
• Choice: fee-only advice, full brokerage and fee-based investment management<br />
• Communication: making complex ideas understandable, tailored to your needs<br />
Titles: Financial Advisor, Franchise Owner<br />
Designations: Chartered Retirement Planning Counselor SM , CERTIFIED FINANCIAL PLANNER professional<br />
The important fi nancial goals of your life are like pieces of a<br />
jigsaw puzzle, and I help you put the pieces of that puzzle<br />
together to see the big picture. This can simplify your fi nancial<br />
life.<br />
As an investor, graduate to the next logical step — a written<br />
plan of action.<br />
500 Pacific Avenue, Suite 301 • Bremerton, WA 98337<br />
Office: (360) 377-9200 • Toll-free: (888) 399-2044<br />
peter.j.taafe@ampf.com • www.ameripriseadvisors.com/peter.j.taafe<br />
Retirement, Investments,<br />
Tax-Planning Strategies,<br />
Life Event Changes<br />
Planning<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
Two-Year<br />
Winner<br />
Accomplishments:<br />
Author: What Successful Investors Know, Investing Rules of the<br />
Road, <strong>Five</strong> Investing Mistakes & How to Avoid Them<br />
Association Memberships:<br />
Speaker/member Washington State Tax Consultants, past president<br />
Kitsap County Estate Planning Council, Financial Planning<br />
Association<br />
<strong>Five</strong> <strong>Star</strong> Profes<br />
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial<br />
advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.<br />
<strong>Star</strong> Pr
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