012 Planning For Your Future and Beyond

Sound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 12th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Thomas (Tom) Lofton, an attorney in the Estate and Business Planning arena located near Seattle, Washington, licensed in Oregon, and a member of the Wealth Council. Tom?s client services include wealth counseling, estate planning, business structuring, probate, trusts, tax solutions, etc. He represents the law firm of Oseran, Hahn, Spring, Straight, and Watts P.S. Tune in to hear answers to questions people have in regards to planning for their future and beyond.

For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog/sfb012-planning-for-your-future-and-beyond

Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Guardian or PAS unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.