PAS FINANCIAL PLANNING

PAS Financial Planning provides the crucial guidance and access to products and services designed to help you achieve your financial goals and objectives. We respect the opportunity to work with you on these important matters. 

The most popular service is retirement planning in which we review your present formal and informal retirement saving programs. Then, after updating your goals and risk analysis, we evaluate and analyze the suitability of your investments, establish specific targets and strategies designed to reach them, and conclude with “what if” projections.

We pride ourselves in educating and empowering our clients. We intend to take the mystery out of investing, insurance, and goal setting. We design plans which are specific to an individual’s personal values, goals, and risk temperament.

 There are three payment methods  which are discussed in a free introductory session.  If a planning contract is established, a mutual decision is reached as to which compensation method is best suited to the client’s circumstances.  Depending on each personal tax situation, some fees may be tax deductible.

The owner of this sole proprietorship is Patricia A. Solberg, CFP®, CLU.  Patricia has been serving her planning clients with dignity, competence and confidentiality since 1986. She is affiliated with a Broker Dealer, KMS Financial Services, Inc.  To access your self maintained accounts report click here.

This site is intended for use only by residents of ALASKA, ARIZONA, CALIFORNIA, IOWA, MICHIGAN, MONTANA, NEW MEXICO, OREGON, WASHINGTON AND WISCONSIN (the states in which the representative is a registered representative for KMS Financial Services, Inc).

Patricia is Investment Advisory licensed  with KMS Financial Services, Inc. to provide fee billed and/or percent-of-managed asset billed advisory work in Washington, California, Iowa, Michigan, and Oregon.  Securities related services may not be provided to individuals residing in any state not listed above. Phone 206-285-7608 or visit our location at 1100 Dexter Ave N. #100, Seattle, WA 98109