About Our Services

We are the financial firm that can take you toward your goals.

We can potentially save you thousands in taxes, and structure your taxes for future savings.

We can help you check up on all aspects of your financial life - from your portfolio to your Will to your financing to your succession plans and accounting processes.

We have the experience, creativity and intellectual capital to do it all, and the personal, boutique service to make it all a pleasure for you.

If you want the best for your money, you want Multop Financial - an elite, private tax and financial planning firm that can navigate you toward peace of mind.

Our creativity is the difference.

Do you need to reduce or defer taxes? Do you want to exit your business or career with the capital for a comfortable retirement? Are you ready for something different?

We draw on decades of expertise and the skills of our Strategic Allies to craft integrated, powerful solutions for you. If you feel anchored down by financial matters, we can help you feel free again.

Many of our clients first approach us with tax-related issues. As we discuss potential solutions, we reveal how other aspects of our portfolio management and income tax planning may simplify their financial futures.

In the process, we give you the gift of guidance: a well-considered plan to sustain your lifestyle, with thoughtful, integrated investment and tax management and a long-term horizon.

Nice people working for nice people. We want to serve you and put the wind at your back financially. If you tell us about your goals and dreams, we can put our minds to work and present routes toward them - including some you may not have known even existed.

Flawless follow-through. This is the factor that really earns us clients for life. When we say we will do something, we do it. Our service gives us an opportunity to show our quality and integrity, and we make the most of it.

We pair our broad knowledge of financial planning with our personal interest in your well-being to arrive at creative tax, income and business solutions. We enjoy implementing those solutions to bring you more financial certainty for retirement.

Request an appointment with us today ... and allow us to "adjust the sails" for a better tomorrow.




Corporate Headquarters:
333 Calluna Court, Suite 205
Bellingham, WA 98226
Direct:
Toll Free:
Fax:
E-Mail:
Web:
360.671.7891
877.671.7890
360.671.4963
info@multop.com
www.multop.com
Our Snohomish County office:
1507 172nd Street NE, Suite 201
Marysville, WA 98271
Securities offered through:
Pacific West Securities, Inc.
555 S. Renton Village Place, #700
Renton, WA 98055
Member FINRA/SIPC
Advisory services offered by:
Pacific West Financial Consultants, Inc.
555 S. Renton Village Place, #700
Renton, WA 98055
Member FINRA/SIPC