Alaska Office - Alaska Financial Associates
Tel: (907) 225.0619 - Fax: (907) 247.0619 - Email: terry.welsh@natplan.com
Tel: (907) 646-4601 - Fax: (907) 646-4607 - Email: Barbara.rosetti@natplan.com
Washington Office - Anacortes Financial Associates
Tel: (360) 293.1173 - Fax: (360) 588.9535 - Email: duncan.frazier@natplan.com
Newsletter
We are a full-service financial firm providing investment advisory and management services and fiscal management strategies to individuals and businesses of all sizes.
  • Comprehensive financial planning
  • Retirement and estate planning, IRA rollovers, distribution strategies
  • Wealth management
  • Personal financial management
  • Trust management
  • Insurance and risk management
  • Investments: Stocks, bonds, mutual funds, REITs, annuities
  • Tax analysis
  • Business succession - continuation planning
  • Cash flow management
  • Key personnel incentive plans
  • Employee benefits plan design
  • Retirement plans: 401(k)/403(b), pensions, profit sharing
  • Insurance planning
  • Profit and non-profit tax planning
We believe that sound financial planning involves open and frank communication between advisor and client.
We understand that planning is a process and not an event. We center our attention on each client and incorporate his or her values in action and goals. We lend guidance and support when people are confronted with changes requiring important financial decisions . . . career change, business liquidation, retirement, college funding or changes in health or family composition, births and deaths.

At AFA, we emphasize your interests, your well-being and your peace of mind. We have built a strong reputation for providing sound fee-based financial planning and capital management. (Investment Advisory Services offered by Terry Welsh & Duncan Frazier through The Planner's Network, a Registered Investment Adviser) We are wealth managers and not simply investment managers because we realize it is impossible to manage investment markets. Recognizing that, we understand that we are charged with the responsibility of managing client expectations about their wealth.

We advise our clients that sound and consistent financial habits are the key to financial security. Our goal is to provide you with comprehensive, objective advice appropriate for your particular situation, and to that end we devote ourselves to getting to know you. We recognize that each person is different, and we carefully listen before developing strategies suitable for a particular situation. Once we understand who you are, we are able to design a financial plan consistent with your needs and goals.

When confronting the complex world of financial products, services and advice, AFA's objective is to help our clients understand what is appropriate and what works best for them. We give straight answers to tough questions, while aggressively pursuing your best interests.
Anacortes Financial Associates - Alaska Financial Associates - All Rights Reserved © 2009 { NPC Privacy Policy }
Site Credits: Westward Design
ALASKA FINANCIAL ASSOCIATES INC., ANACORTES FINANCIAL ASSOCIATES (AFA) offer advisory services through THE PLANNERS NETWORK (TPN). TPN is a registered Investment Adviser. Investment Adviser Representatives of TPN may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transaction in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securities licensed associates of Alaska Financial Associates, Inc., Anacortes Financial Associates (AFA), are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC . TPN, AFA and NPC are separate and unrelated companies.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or to participate in any particular trading strategy.

AFA, TPN and NPC are separate and unrelated companies.
Copyright 2009 by AFA and others
CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP logo are federally registered Service Marks of The Certified Financial Board of Standards, Inc. Colorado