Bitseff Legal & Financial Services, LLC offers a full range of financial planning services to its clients. The focus of the firm is to help those who want to take charge of their own financial lives and do not wish or do not have the assets to hire a professional money manager.
Some of the services offered are as follows:
Budgeting - the firm will work with the client to develop a manageable budget to meet existing obligations while putting something aside for the future.
Insurance Planning - unexpected events occur throughout one's life, and Bitseff Legal & Financial Services, LLC will help make sure that, to the extent possible, the client has an insurance plan that covers these events.
Retirement Planning - the firm will work with the clients to help define how much money they will need to retire and develop a sound strategy for building their savings.
Education Planning - because many parents today want to give their children a step up in life, Bitseff Legal & Financial Services, LLC will help set up a realistic college savings plan for the family and help select the appropriate savings vehicle (i.e., the best 529 Plan).
Investment Planning - the firm focuses on designing balanced and appropriate investment plans for the client's personality and ability to personally manage.
Bitseff Legal & Financial Services, LLC is a
Registered Investment Adviser in the State of Washington. The adviser
may not transact business in states where it is not appropriately
registered, excluded or exempted from registration. Individualized
responses to persons that involve either the effecting of transactions
in securities, or the rendering of personalized investment advice for
compensations, will not be made without registration or exemption.