Whether it’s the participants within our 401k Plans or our individual clients, we’ve made a serious commitment to help each person understand and work towards an adequately funded retirement.
(PRWEB) April 26, 2013
Sloy, Dahl & Holst, Inc., a Portland, Oregon based Registered Investment Advisory firm, is opening a satellite office in Kirkland, Washington.
The new office will be led by Qualified Plan Financial Consultant (QPFC) Michael Tudor, who is originally from the greater Seattle area. Michael is a dedicated retirement plan and financial planning professional, whose focus is set squarely on the participant and individual investor experience with a goal of retirement income adequacy.
“This is a great opportunity for our firm, as well as for me and my family. Whether it’s the participants within our 401k Plans or our individual clients, we’ve made a serious commitment to help each person understand and work towards an adequately funded retirement, regardless of account size. There’s no better way to do that than by spending actual one-on-one time with each and every participant or individual client. Most advisory firms don’t want to take the time to do that, but we do.”
Sloy, Dahl & Holst was founded in 1986, as one of Portland’s first fee-only investment advisory firms. They’ve been servicing qualified plan clients for over 20 years.