1200 Old Fairham Pkwy • Suite 303 • Bellingham WA 98225 » Phone 360.733.1200 » Fax 360.733.1246

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Welcome to
Asset Advisors, LLC

As wealth advisors, we can help you define your long-term investment objectives and build a personalized investment portfolio designed with the goal to address your needs for asset protection and preservation. Find out why a fee-based approach to asset management may better serve your needs and goals.

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Helpful Content

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return—perhaps, more important.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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