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Text Content

10900 Northeast 4th Street, Suite 2300 #2413, Bellevue, WA 98004

425-686-9243
kelsey@freshlookfinancial.org
Client Login
Menu


 * Home
 * About 
   * Meet Our Founder
   * Our Mission
   * Services
   * Useful Links
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
 * Tools 
   * Glossary
   * Tax Resources
 * Location
 * Request an Appointment

Client Login



COULD YOUR MONEY WORK HARDER FOR YOU?



Whether you’re beginning your investment journey, reimagining your retirement,
or anything in between, you need a professional in your corner. It’s our goal to
serve every aspect of your financial life to provide guidance and insights.

Request an Appointment


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FROM ONE PROFESSIONAL TO ANOTHER / LET’S WORK TOGETHER



Your goals are our goals. Regardless of your background, we believe people live
better lives with wealth-building education and investment insights. If you’re
ready to work with a financial professional, let’s sit down to talk.

Request an Appointment


OUR CLIENTS



Helping investors from every background


RETIREES & PRE-RETIREES


RETIREES & PRE-RETIREES

Planning for Your Retirement

Learn more


SMALL BUSINESS OWNERS


SMALL BUSINESS OWNERS

Supporting small businesses

Learn more


WORKING PROFESSIONALS


WORKING PROFESSIONALS

Make your money work for you

Learn more


WOMEN


WOMEN

Understanding your unique needs

Learn more


SCHEDULE A CONSULTATION

Request an Appointment

If you believe you could benefit from working with a financial professional,
let’s talk. We’ll work together to see how we can best serve you.

Request an Appointment


WHAT WE DO



When was the last time you sat down and had a practical conversation about your
investments? If it’s been a while, it may be time to consult with a trusted
ally.

Our team is comprised of industry experts with decades of combined experience.
Whether you’re an early investor or a seasoned wealth-builder, clients from all
walks have come to rely on our team.


RETIREMENT

Your most important financial milestone

Learn more


WEALTH MANAGEMENT

Portfolio construction and risk management

Learn more


PEAK-CAREER

Wealth-building strategies for professionals

Learn more


ESTATE STRATEGY

Strategies for every phase of life

Learn more


OUR THREE STEP PROCESS



STEP


1


SETUP

The more we know about you, your finances, and your goals, the better we can
strategize.

STEP


2


STRATEGIZE

We’ll map out a financial strategy based on your goals, time horizon, and risk
tolerance.

STEP


3


EXECUTE

Life changes? Market volatility? We’ll keep your financial blueprint on track
every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.


SCHEDULE A FREE CONSULTATION



We’d love to learn more about you and your financial goals. Our form is the best
way to schedule an introductory call.

Name
Email
Address
Phone
Question
Submit
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CONTACT

Office: 425-686-9243

Fax: 425-645-0529

10900 NE 4th Street

Suite 2300 #2413

Bellevue, WA 98004

kelsey@freshlookfinancial.org



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
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Copyright 2024 FMG Suite.



We are an independent financial services firm helping individuals create
retirement strategies using a variety of investment and insurance products to
custom suit their needs and objectives.

Securities and Investment Advisory Services offered through Osaic Wealth, Inc.,
member FINRA/SIPC. Osaic Wealth is separately owned and other entities and /or
marketing names, products or services referenced here are independent of Osaic
Wealth. Osaic Wealth does not offer tax or legal advice. 10900 NE 4th Street,
Suite 2300 #2413, Bellevue, WA 98004, 425-658-0530. For all disclosures, please
visit osaic.com/disclosures.

Investing involves risk, including the potential loss of principal. No
investment strategy can guarantee a profit or protect against loss in periods of
declining values. None of the information contained on this website shall
constitute an offer to sell or solicit any offer to buy a security or any
insurance product.

The purpose of this website is to provide general information on the subjects
discussed, it is not intended to be used as the sole basis for financial
decisions, nor should it be construed as advice designed to meet the particular
needs of an individual's situation. Our firm does not provide tax or legal
advice, all individuals are encouraged to seek guidance from qualified
professionals regarding their personal situation.

Any references to protection benefits or steady and reliable income streams on
this website refer only to fixed insurance products. They do not refer, in any
way, to securities or investment advisory products. Annuity guarantees are
backed by the financial strength and claims-paying ability of the issuing
insurance company. Annuities are insurance products that may be subject to fees,
surrender charges and holding periods which vary by insurance company. Annuities
are not FDIC insured.

The financial registered representatives associated with this site may only
discuss and/or transact securities business with residents of the following
states (registrations vary by individual representative): New Mexico and
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When you link to any of the websites displayed within this website, you are
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