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<p class="MsoNormal">William Larson, 206-246-6110, <b>william@larson-financialgroup.com</b><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Carrie M. Kovacevich<br>
<b>Sent:</b> Friday, September 22, 2017 12:39 PM<br>
<b>To:</b> WSBA Family Law Section <WSBA-Family-Law@yahoogroups.com>; WSBA RPPT Section <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Referral Request - Financial Adviser<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Clients frequently ask me for the names of financial advisers. Some clients are looking for an investment adviser, but most are looking for more practical financial advice (which can include
tax implications) for things such as:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="margin-left:0in;mso-list:l1 level1 lfo3"><span style="font-family:"Arial",sans-serif">Pros and cons of refinancing their house<o:p></o:p></span></li><li class="MsoNormal" style="margin-left:0in;mso-list:l1 level1 lfo3"><span style="font-family:"Arial",sans-serif">Advisability of selling their house or rental property<o:p></o:p></span></li><li class="MsoNormal" style="margin-left:0in;mso-list:l1 level1 lfo3"><span style="font-family:"Arial",sans-serif">Advisability of paying out of pocket for their child’s college education versus using school loans<o:p></o:p></span></li><li class="MsoNormal" style="margin-left:0in;mso-list:l1 level1 lfo3"><span style="font-family:"Arial",sans-serif">How to improve their credit score<o:p></o:p></span></li><li class="MsoNormal" style="margin-left:0in;mso-list:l1 level1 lfo3"><span style="font-family:"Arial",sans-serif">Consolidating debt (reducing credit card debt)<o:p></o:p></span></li><li class="MsoNormal" style="margin-left:0in;mso-list:l1 level1 lfo3"><span style="font-family:"Arial",sans-serif">Investing a small, medium, and large inheritance (versus paying off some or all existing debts)<o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Can you recommend someone who provides investment advice and/or day-to-day money management advice?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Thanks very much.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Carrie<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Carrie M. Kovacevich<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Lakeview Law, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">1001 4<sup>th</sup> Avenue, Suite 4400<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Seattle, Washington 98154<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Office: (206) 367-6962<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">E-mail: <a href="mailto:carrie@lakeviewlaw.com">
carrie@lakeviewlaw.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Web: <a href="http://www.lakeviewlaw.com/">
www.lakeviewlaw.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:8.0pt;font-family:"Arial",sans-serif">This e-mail message (including any attachments) may contain Privileged/Confidential Information that is intended only for the addressee. If you are not the addressee indicated
in this message (or responsible for delivery of the message to such person), please immediately notify the sender by reply e-mail or call 206-367-6962 and delete this message and attachments, if any. We appreciate your assistance in correcting this matter.</span></i><span style="font-family:"Arial",sans-serif">
</span><i><span style="font-size:8.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></i></p>
<p class="MsoNormal"><o:p> </o:p></p>
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