Emerald Advisors, LLC

12/22/2023

Season's Greetings! Wishing peace and joy this Holiday Season!

11/23/2023

We'd like to express our sincere appreciation for your confidence and loyalty. We are deeply thankful. We hope your table is filled with family and gratitude this season and may the turkey leg be yours! Happy Thanksgiving to you and yours!

11/07/2023

November is Long-Term Care Insurance Awareness month. As the leaves fall and the weather turns colder, it's a time to focus on the critical need for protection against the potential high costs associated with extended medical care and support as we age. And many of our Emerald family know, we are strong believers in Long-Term Care Insurance!

Long-term care insurance, a topic that becomes more pertinent with each passing year, takes the spotlight during this designated month, encouraging individuals and families to consider their future needs and the security such coverage can provide. Reach out to us if you have questions about your Long-Term Care Insurance or if you haven’t made the decision yet, let’s review the peace of mind it offers for the journey ahead.

10/02/2023

October is National Financial Planning Month! When you see this post, we hope it encourages you to: 1. Invest in yourself. 2. Become more aware of your budget and spending. 3. Plan for the future. You can do these things anytime; it just takes a little thought and intentionality. Take a few minutes this month and consider how to apply each to your life. Happy Planning!

09/01/2023

September is Life Insurance Awareness Month. Now is the perfect time to revisit what you currently have and evaluate if your coverage matches your needs. Visit our blog to go through our helpful checklist of other reasons you may need more coverage: https://emeraldadv.com/2022/08/31/september-life-insurance-awareness-month/

08/14/2023

Here we are, it’s summer 2023, and we are growing! We have come a long way since we began this journey as Emerald Advisors in 2019. Our mission remains the same: to build trusted, transparent relationships with our clients in which you know that through each stage of life, we are here for you, putting your interests and success first, and planning according to your purposes. Continuing to evolve and grow as an organization is an essential part of how we fulfill this promise to you, so it is our pleasure to announce that this July we added two new members to the Emerald team. Allow us to introduce them to you:

Crystal Williams joins the team as the Executive Assistant to Michael Smith. Having performed this role within the life insurance industry for the previous five and a half years, she provides relevant experience and robust organizational know-how. Working behind-the-scenes is where she thrives, filling in gaps before anything falls through them and generally doing whatever is needed to ensure those she supports succeed. Her focus here is on calendar management, travel arrangements, social media presence, event coordination, and assistance with day-to-day operations. She attended school for photography but is now in the process of earning her BA in Business Administration.

Outside the office, Crystal enjoys hiking, cooking, traveling, and exploring her new surroundings in Seattle, as she recently moved here from Asheville, NC with her husband and rescue pup. She is an avid animal welfare advocate and plans to volunteer with local animal shelters and organizations in the PNW.

08/07/2023

We are growing!!!

Travis brings a unique combination of administrative and communications experience to the Emerald Advisors team. His professional background includes nearly ten years spent in support operations, project management, and client service split between the legal and financial industries. He holds a B.A. in English from Seattle Pacific University and a postgraduate Certificate in Editing from the University of Washington. He also spent a year living in Japan and teaching English as a Foreign Language to high school students in a small coastal fishing town. These experiences have inspired in him an abiding appreciation for words and details as well as for communicating with and helping others. He is here to assist with any of your administrative needs.

In his free time, Travis enjoys reading, writing, traveling, and several outdoor activities including running, hiking, skiing, and mountain biking. He has supported organizations like Seattle’s Union Gospel Mission, UW Medicine, and Worldbuilders, a charity started by one of his favorite authors.

07/04/2023

Happy 4th of July from all of us at Emerald Advisors! 🎆☀️🌭Have fun and stay safe!

06/19/2023

Happy Juneteenth everyone! Today we celebrate the end of slavery in the United States. 🙌 Let's take a moment to reflect on the progress we've made and the work that still needs to be done.

06/18/2023

Happy Father's Day to all the amazing dads out there! Today we want to celebrate and thank you for all that you do. Enjoy your special day!

06/14/2023

Our June Market Update is live! Check it out here: https://emeraldadv.com/2023/06/12/june-2023-financial-market-update-emerald-advisors-2-2-2-2-2-2-2-3/

June 2023 Financial Market Update - Emerald Advisors