Financial Planning

At First Underwriters Insurance Brokerage Firm, located in the heart of Kirkland, Washington, we understand that financial planning is a critical aspect of securing your future. Our team of experienced professionals is dedicated to providing personalized financial planning services tailored to meet the unique needs of each client.

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(425) 242-5357

Coverage Insights

Disability Income Insurance

Our Comprehensive Financial Planning Services:

Retirement Planning

We help you design a retirement plan that ensures financial security and peace of mind. Our advisors work with you to understand your retirement goals and create a strategy that maximizes your savings, investments, and income sources.

Our investment management services are designed to grow and protect your wealth. We offer customized investment strategies based on your risk tolerance, financial goals, and market conditions, ensuring your portfolio is well-diversified and optimized for growth.

Proper estate planning ensures that your assets are distributed according to your wishes while minimizing tax liabilities. Our experts guide you through the process of creating wills, trusts, and other essential documents to protect your legacy.

Planning for your children’s education is a significant part of financial planning. We provide strategies to save for college expenses, including 529 plans and other tax-advantaged accounts, ensuring your children have the financial resources they need for their education.

Effective tax planning can significantly enhance your financial well-being. Our team stays current with the latest tax laws and regulations to help you minimize your tax burden and maximize your savings.

Insurance for Businesses: How it Works

3 Easy to Follow Steps for Securing Your Business Bottom Line and Financial Future

Connect with a Business Insurance Professional

Our team consists of experienced insurance professionals with in-depth knowledge of various industries and market trends.

We'll Find the Right Coverage and Price

We have established strong relationships with leading insurance carriers, allowing us to offer competitive rates and access to a wide range of coverage options.

Confirm and Bind the Right Insurance Policy

Partner with First Underwriters, Inc. to secure the right policy and promptly receive certificates of insurance tailored to your needs.

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