Templar Financial Services

Templar Financial Services Bringing information from the industry to our clients and the public as it relates to retirement, investments, and financial planning.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC www.finra.org www.sipc.org.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact busines

s only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/15/2025
09/11/2025
If you don’t have an estate strategy, here's some reasons why you should.
05/02/2025

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
04/30/2025

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade...
04/28/2025

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks. The Standard & Poor’s 500 Index gained 4.59 percent, while the Nasdaq Composite Index picked up 6.73...

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
04/28/2025

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
04/25/2025

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
04/23/2025

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in. The Standard & Poor’s 50...
04/21/2025

U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in. The Standard & Poor’s 500 Index dropped 1.50 percent, while the Nasdaq Composite Index fell 2.62 percent. The Dow Jones Industrial Average...

There are ways to protect your business in the event of your death or the death of a partner.
04/21/2025

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
04/18/2025

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Address

21907 64th Avenue W, Suite 100, Mountlake Terrace
Mountlake Terrace, WA
98043

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 9am - 5pm

Website

http://www.sipc.org/, http://www.finra.org/, http://www.templarplanning.com/

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