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Contact Us: (425) 681-0996
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  • Why IAN
    • Why IAN
    • Join IAN Benefits
    • Build with IAN
    • Grow with IAN
    • Succeed with IAN
    • Become an Associate
    • Join IAN Today
  • About IAN
    • About IAN
    • Mission & Vision
    • IAN Story
    • Meet the Team
    • New Associates
  • Carriers/Partners
    • Commercial Insurance
    • Personal Insurance
    • Farm Insurance
    • Flood and Earthquake
    • Bonding and Surety
    • Workers Compensation
    • Life/Disability Insurance
    • Health/Dental/Vision
    • Specialty Insurance
    • General Agents/Surplus Lines
  • Technology
  • Programs
  • Insurance
    • Business >
      • Business Insurance
      • Business Owners Package (BOP) Insurance
      • Insurance Bonds
      • Workers Compensation
    • Vehicles >
      • Auto Insurance
      • ATV Insurance
      • Boat Insurance
      • Classic Car Insurance
      • Motorcycle Insurance
      • Roadside Assistance
      • RV Insurance
    • Property >
      • Home Insurance
      • Condo Insurance
      • Flood Insurance
      • Landlords Insurance
      • Renters Insurance
    • Farm Insurance
    • Life/Financial >
      • Life Insurance
      • Annuities
      • Disability Insurance
      • Final Expense Insurance
      • Financial Planning
    • Health >
      • Group Benefits
      • Health Insurance
      • Critical Illness Insurance
      • Dental Insurance
      • Long Term Care Insurance
      • Medicare Advantage Plans
      • Vision Insurance
    • Other >
      • Event Insurance
      • Pet Insurance
      • Travel Insurance
      • Umbrella Insurance
      • Wedding Insurance
  • Associates
    • Refer an Agent
    • Blog
    • News
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    • Agent Testimonials
    • Find an Expert
    • Accessibility Statement
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    • ADP
    • Agency Revolution
    • Agentero
    • Applied Systems
    • Archway Computers
    • Blue Jay Reviews
    • Bold Peguin
    • Bonjoro
    • Bridge
    • Brightfire
    • Canopy Connect
    • Capital Premium
    • DocuSign
    • epay Policy
    • EZLynx
    • Forge3
    • Formstack
    • GoDaddy
    • Google Workspace
    • GoToConnect
    • Grasshopper
    • Hawksoft
    • IBQ Systems
    • Indio
    • InsuranceSplash
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Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

Contact Us

What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(425) 448-9190​
8561 154th Ave NE
Suite 250
Redmond, WA 98052​
Click Here to Email Us
Free consultation

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Insurance Agency Network
8561 154th Ave NE
Suite 250
Redmond, WA 98052
Office: (425) 448-9190​
Mobile: (425) 681-0996
Fax: (425) 868-2411
Click Here to Email Us
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