Financial Planning

In order to enhance John’s abilities to service the remainder of his client’s financial planning needs, he entered into a strategic alignment that enables him to provide portfolio management and full securities brokerage services with great effectiveness. Multop Financial, headquartered in Bellingham, Washington, and under the direction of Phil Multop, CFP®, CPA, lends to John their many years of industry experience, expertise and support. Multop Financial was selected as “One of the Top 10 Most Dependable Wealth Managers of the West” by Goldline Research for 2007. Along with John’s personal credentials, securities training and licensing, this affiliation allows him to bring high-level planning services to his clientele, without jeopardizing the personalized service from which John bases his business model. Together they offer these services through Pacific West Securities, Inc., and Pacific West Financial Consultants, Inc.

Special Offer: a Free, Analysis Report from Morningstar. This is a valuable tool for getting a second-opinion on your current investments. Bring your investment statements, and John will run a report to show your overall: performance, risk level, strengths, and weaknesses. It doesn’t matter the size of your account(s) or who your current financial custodian is. This analysis is free in order to give you the facts you need to make wise decisions about your investments. Please contact our office to set-up your complimentary consultation today.

To learn more about Multop Financial: www.multop.com

To contact John McKeon for investment products: john@multop.com

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