November 2009
Introduction
After several months of collaboration, we are ready to roll out the completely new, optimized Multop Financial website! Below you’ll find a brief description of some of the new features at www.Multop.comLet us know what you think about the new site. Share your ideas of how we can make it better and even more relevant. But most importantly; whether you are a current client, prospective new client, professional colleague or valued friend, we thank you for your support, loyalty and continued interest in Multop Financial. We are here to serve, and we love doing it
Lifestyles & Events Page
At our new Lifestyles Page, our goal is to feature the lives of the people who are doing great things. We happen to think our clients are some of the most exciting and entrepreneurial people around! We will feature two different clients every month as well as one Multop team member. The Lifestyles Page will certainly inspire you to try new things and perhaps connect you to other people with the same interests and hobbies. This month we are featuring Eldon Abbott, a vintage automobile enthusiast, and the Dakota Creek Winery, a local winery specializing in affordable, artisan wines.
Breaking Financial News Page
The Breaking Financial News Page features RSS feeds of breaking news from Morningstar, the Wall Street Journal, the N.Y. Times and various other financial sources from around the nation (updated every 15 minutes!) You can make Multop Financial your homepage and keep current with what’s happening on Wall Street and around the country.
Multop Schlolarship Page
The Multop Financial Scholarship application is available from the website, as well as information about upcoming and past events and recent awards and staff updates.
Enhanced Features
We are pleased to provide more downloadable documents, such as the Multop Financial 2009 – 2010 Tax Planning Guide. You will also find links to useful resources, past editions of our e-Compass newsletter and Executive Economic Outlooks.Upcoming News & Events
AND THE WINNER
IS ....ABBY!
Congratulations to Kami Smith and her three pound Teacup Yorkie named Abagail! Thank you to everyone who participated in the contest and to the Client Advisory Board for choosing the winner. Abby will receive a special gift basket from veterinarian Giles Little of Banfield Pet Hospital in PetSmart.
Ask A Question
With a fresh new look, and more useful information than ever before, we hope you will visit www.multop.com today, and come back regularly for news, inspiration and whenever you need to ask us a question (see the orange box at the
SEE US IN FORBES & SEATTLE MAGAZINE*
About Multop Financial
Multop Financial is comprised of Financial Advisors, Tax Specialists and CPA's working together to provide financial management over a client’s lifetime. We employ a team approach to ensure the continuity of your planning. What can we do for you today?
| Advisory services offered by: Pacific West Financial Consultants, Inc. Registered Investment Advisor |
Securities offered through: Pacific West Securities, Inc. Member FINRA/SIPC |
Multop Financial
333 Calluna Ct
Suite 205
Bellingham, WA 98226
Phone: (877) 671-7980
Fax: (360) 671-4963
Email: info@multop.com
* Please note that individuals who are selected by Goldline Research as Wealth Management Leading Providers do not pay a fee to be included in the research or the final list of wealth managers, however, there is a fee associated with the use of the Goldline Research logo and other marketing materials. Wealth Managers who are included on the Goldline Research Wealth Manager list must meet the following criteria:
- Fee Only, Fee Based or RIA
- No Unresolved Lawsuits or Grievances
- Advanced Certifications Held
- Comprehensive Range of Wealth Management & Financial Planning Services Offered
- 20+ Years of Industry Experience