Alaska Office - Alaska Financial Associates
Tel: (907) 225.0619 - Fax: (907) 247.0619 - Email: terry.welsh@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.
After Q1, there may be reason to hope
Our take on the late-quarter upward swing is simple: Although there is no way to predict market movements, we believe the stock markets reached their bottom in early March.

There's no return without risk
Yes, we know it’s been a very rough ride for many over these past 18 months or so. As investment advisors we understand and have shared the worry you have felt, and perhaps even a bit of the panic ...

Evaluating insurance needs in your retirement
Of all the changes that come in retirement, few are likely to give you more concern than dealing with money. Your concern is, of course, understandable and widely shared because so much of what will happen is unpredictable. That's especially true of h

Waiting for 'safe' may be costly
If an investor isn’t already invested in the market today, here’s guidance from Fidelity Investments that outlines the potential risks of staying out:

Some interesting factoids
Eleven of the largest 20 financial institutions in the world were US-based in 1999. Today, only 4 of the top 20 are US-based. China has the 3 largest financial

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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
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