Fee-only financial planning and investment management. Top three staff have 44, 38, and 17 years experience.
Current average portfolio allocation: individual stocks - 55%, fixed income short-term bond funds - 40%; MM funds 5%.
Primary shareholder: 35+years membership in Seattle Estate Planning Council, CLU, ChFC, MSFS, 44 years in practice.
Present company started in 1994 in Seattle. Fee only in 2000.
Goal: continuity through purchase of shares by an acquiring firm (merge), or internal growth by adding additional staff).