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
Personal Services

Alaska Office
Alaska Financial Associates
Terry P. Welsh, CFP, CLU, ChFC
621 Pine St. #B
Ketchikan, Alaska 99901

Tel: (907) 225.0619
Fax: (907) 247.0619
terry.welsh@natplan.com

Washington Office
Anacortes Financial Associates
Duncan Frazier
906 Seventh Street
Anacortes, WA 98221

Tel: (360) 293.1173
Fax: (360) 588.9535
duncan.frazier@natplan.com

Anchorage Office
1400 K St.
Anchorage, AK 99501

Tel: (907) 276.0619
Fax: (907) 279.0619
terry.welsh@natplan.com

4050 Lake Otis Parkway
Suite 100A
Anchorage, AK 99508

Tel: (907) 646-4601
Fax: (907) 646-4607
Barbara.rosetti@natplan.com

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  • 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 Services
  • 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
Anacortes Financial Associates - Alaska Financial Associates - All Rights Reserved © 2009 { NPC Privacy Policy }
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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
CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP logo are federally registered Service Marks of The Certified Financial Board of Standards, Inc. Colorado