This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Offering advice since: 1994
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Matt McKellar:
"2008 and 2009 Five Star Wealth Manager: Best in Client Satisfaction" - Seattle Magazine
"One of America's Best Financial Planners" - Consumers' Research Council.
For further information please visit: http://www.ICONconsultingllc.com
Matt can be reached at: matt@ICONconsultingllc.com
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
* Chartered Financial Consultant (ChFC)
* Certified Financial Planner (CFP) Practitioner
* Financial Planning Association of Puget Sound
* Series 6, Series 7, Series 63, and Series 65
* Washington Life, Disability, and Long Term Care
* Licensed Washington Loan Originator
Business administration and finance - University of Washington's Foster School of Business
Will provide references upon request?
Further information about ICON Consulting:
(Size of firm: 0-9 advisors)
The ICON Approach:
Many firms might be able to help you handle a slice or two of your financial life, but how many of them really understand the whole pie? How do you know if they are qualified to give you the advice and direction you really need? Do they possess a detailed knowledge of the multiple financial disciplines required to help you succeed? How many of them understand that the fundamental purpose of their relationship with you is to protect and look out for your best interests?
With over two decades of experience working with Northwest families, we have positioned ICON as one of the industry's leading independent wealth management and financial planning firms. Our independent and locally owned firm has solidified numerous strategic alliances that give us large firm resources with a small firm feel. This allows our private wealth management team to focus on delivering more personal attention to our clients and enables us to emerge as a leader in our field with respect to strategic, knowledge based consulting. Through our analytical processes and comprehensive fee based advice, we offer our clients specific needs based implementation strategies to give them the tools they need to effectively align their financial resources.
As we embark on long term working relationships with our clients, it is our unbiased and expert knowledge that holds the key to our mutual success. Gaining and keeping wealth requires education, vision and direction, and it is extremely difficult to navigate the financial world if you don't have someone you can trust to teach you the rules. Welcome to ICON, we are here to help.
Contact Information for Matt McKellar
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Address for Matt McKellar:
801 2nd Avenue
Seattle, WA, 98101
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