Frank Busichio, Cfp®, Cpfa® Email & Phone Number

Whether you are currently building wealth or entering retirement and drawing income from assets, every family faces the same issues and risks:-Taxes: Who would like to be able to control the tax rate they pay? Create diversified streams of income with pre/after tax money is an important piece to a financial plan-Volatility: Who remembers a time of no or low volatility? Understanding your risk tolerance dictates expectations of volatile times and helps to develop an appropriate allocation-Longevity: How much money do I need to save and how long will it last? Life expectancy is increasing and we must make our money work for us in different ways-Inflation: Any sound financial plan is only as good as the assumptions created within it; we must strive to grow our wealth, not keep it stagnant-Interest rates: What was the first interest rate you had on your first home? Being at historically low rates today, striking a balance between the amount of leverage we can take through loans and the amount of confidence we have with the bonds in our accounts Me and my team of professionals in SLC & Seattle work with families and businesses to create customized financial strategies. I am committed to building long-term relationships to help clients address and pursue their financial goals.My main goal is to relieve stress, give clients time back and provide advice on savings strategies, investment products and risk management vehicles. Let's schedule a 20 minute phone call. I'd love to hear your story and see how I can help.https://go.oncehub.com/FrankBusichioCell: (425) 876-3206Email: fbusichio@pcrg.com Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please refer to www.ascentwealthsolutions.com for full disclosures.Please visit www.ascentwealthsolutions.com for all disclosures.

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  University Of Washington

  Political Science & Communications