Alyssa Lum, CFP® of Luminate Financial Planning, LLC and Angie Furubotten-LaRosee, CFP® of Avea Financial Planning, LLC discuss common questions and concerns they are hearing from their clients. They also offer their thoughts on actions to consider taking or not take during the Coronavirus outbreak, and concurrent market and economic decline.
This is an educational discussion not intended to be personalized advice. Angela Furubotten-LaRosee, CFP® is with Avea Financial Planning, LLC, and is a registered investment advisor in the State of Washington. Alyssa Lum, CFP® is with Luminate Financial Planning and is a registered investment advisor in the State of Virginia. The advisor may not transact business in states where she is not appropriately registered, excluded or exempted from registration. Individualized responses of personalized investment advice for compensation will not be made without registration or exemption. The content is general in nature and for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. #TriCitiesWa #WeAreInThisTogether
Angie founded Avea Financial Planning and is a fee-only advisor helping retiring PNNL employees with tax-smart retirement planning, investments & fiduciary financial advice so they can be more confident and live life on their own terms.