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Michael W. Boone, CFP®, CFA

MW Boone & Associates, LLC

777 - 108th Ave NE
Ste 2230
Bellevue, WA 98004
Phone: (425) 462-6406

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Household Income Minimum: $100,000
Investable Asset Minimum: $2,500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Irregular Income
  • Getting Married
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Tangible Assets
  • Succession Planning
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Insurance Licenses
Life insurance: WA, CA, GA, VA, Health/disability insurance: WA, Fixed annuities: WA, CA, GA, VA, Variable annuities: WA, CA, GA, VA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

 

How Planner Charges

Considerations: We believe in using variety of active managers designed to meet your investment objectives.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.