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April 04, 2008

Prepare for Your Power Years!

 MWBoone & Associates, LLC, presents: Prepare for Your Power Years. This is a workshop that is aimed at helping you learn how to live your dream.

“I have been helping clients for over two decades and this is the best life planning presentation I have seen
                                                                  
                                                                 
~ Michael W. Boone, CFP, CFA

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March 25, 2008

Thank you! Our clients have selected us “Seattle’s Best in Client Satisfaction” again for 2008

Thank you very much to our clients for nominating and selecting us as a 5-Star award winner “Best in Client Satisfaction”, every year since its inception.  The FIVE STAR award is the only award that is based primarily on independently-verified customer satisfaction and only the top 7 percent of professionals are selected for the honor.  Again, thank you to our clients for making this possible!

March 13, 2008

Investing for Women Seminar

Are you confident in your ability to achieve financial freedom? Do you have a fear of becoming financially destitute? Are you equipped with the knowledge and skills required to ensure financial security over your lifetime?

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January 17, 2008

Robert Reamer is now a candidate for his CFP Certificate

Robert has completed his coursework and received a passing grade on the Certified Financial Planner ® examination.  His remaining requirement for becoming a CFP ® licensee  is three  years of industry experience.  We are proud of his dedication and commitment to obtaining this degree, which is the most recognized and respected in the financial planning profession.  Please join us in congratulating Robert for all his hard work!

November 14, 2007

Welcome!

Michael W. Boone, CFP, CFAWelcome!  As the first independent Wealth Manager in the US with a web site we are pleased to be one of very few with a blog. It is our intent to use this page to communicate with you what is on our minds in a timely manner by adding articles on a weekly basis, so please check back often. I hope you find the site enjoyable and educational.  Thanks for stopping by!

October 23, 2007

New MBA graduate added to our service staff

Joel WildeboerJoel Wildeboer specializes in Customer Services and New Service implementation. He recently graduated with an M.B.A. in business management from Northwest University.  Previously, he graduated cum laude with a B.A. in Business Administration with a concentration in business management and leadership.  While attending school Joel also managed a local restaurant and played basketball, in which he was twice selected both a Team Captain and Eagle Award winner, given to the outstanding team leader on and off the court.

Joel’s passion is for people; developing relationships, learning and teaching. His hobbies include reading, working out and church activities and his favorite weekend getaways are all outdoors; camping, hiking, snowshoeing and fishing.