In the past here are some of the varied projects I have helped out with:

• Fixed annuities – Why use them? What do they cost? Can you use them with an IRA?
• College planning – How do you plan for this? What are your options?
• Real estate investing – Should you do this? Do you have the stomach for being a landlord?
• Life insurance – How much do you need? Do you have access through work? What is the best type of insurance - Permanent or Term?  Do you have an old policy and just want to figure out what it is.
• Long Term Care insurance –  Do you need it? Is there a group product available through your employer or association?
• Employee Benefits- Do you have questions about how to coordinate what you have at work and what you have outside of work? Are you a new employee and just need some outside help with the options and what they mean? Should you be using a Roth or regular IRA or 401(k)?
• Estate planning – Do you have a Will, Durable Power of Attorney for Healthcare and Finances and a Medical Directive? A POLST Form? Are your beneficiary designations up to date?
• Being a trustee or executor –  If you’ve been named, what’s next? Is your documentation in order?
• Cleaning up an estate – A loved one has died and you’re faced with “what’s next……..”
• Car buying help/consulting – Perhaps you’d like to talk to someone who sells cars for a flat fee? Or maybe you just want someone to help you negotiate with a car dealer? Do you need a trusted mechanic?
• WA State disabled hunter consulting – Do you have a friend or family member who would like to go hunting and just can’t decipher the rules and regulations?