Heritage Wealth Advisors

MOVING FROM SUCCESS TO SIGNIFICANCE. While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. We’re striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things our clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance”. “I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.” Tony Robbins Holistic Financial Planning is why we exist—to help our clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. We can you help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends. “A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.” —Greg Reid Give us a call: 425-709-2345

massmutual northwest

Whether you are preparing for a milestone life event, or simply looking for financial protection for the future, our team at MassMutual Northwest will help you take effective steps to develop a personalized financial strategy. Our straightforward approach is focused on you, your circumstances and your objectives. By meeting with you regularly, we help you remain on track to reach your most important goals. Based in Seattle, we have been proudly rooted in the Puget Sound community since 1889. We currently serve thousands of local individuals, families and businesses. Our network of financial professionals offers expertise in various areas, including long term care insurance, special needs planning, family business issues, divorce financial analysis and retirement planning. ------ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN201610-187559

Sightline Payments

Sightline Payments is the U.S. sports betting and casino gaming market’s leading digital payments provider and mobile app developer. Sightline leverages cutting-edge technology to apply modern solutions to a traditionally cash-based industry projected to grow to more than $100 billion in the next few years. Sightline’s Play+ solution gives consumers a safe, secure, and responsible way to fund their online and in-person gaming activities and enables casinos to offer cashless wagering options across the entire property. With more than 1.5 million accounts and 70+ partners across the sports betting, lottery, racing, and online and brick-and-mortar casino markets, Sightline is uniquely positioned to transform the traditional gaming landscape. Learn more at SightlinePayments.com.

Cinfed Credit Union

We’re here to change your relationship with money and help you feel more confident with every financial decision. Proudly awarded a Top Workplace by the Cincinnati Enquirer for 9 consecutive years. Cinfed Investment Services Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Cinfed Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Cinfed Credit Union are licensed to transact securities business in Ohio. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx

Institute of International Finance

The Institute of International Finance (IIF) is the global association of the financial industry, with about 400 members from more than 60 countries. The IIF provides its members with innovative research, unparalleled global advocacy, and access to leading industry events that leverage its influential network. Its mission is to support the financial industry in the prudent management of risks; to develop sound industry practices; and to advocate for regulatory, financial and economic policies that are in the broad interests of its members and foster global financial stability and sustainable economic growth. IIF members include commercial and investment banks, asset managers, insurance companies, professional services firms, exchanges, sovereign wealth funds, hedge funds, central banks and development banks.