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The Financial Planning Process

​“Financial Planning is a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances”-CFP Board’s Financial Planning Definition
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THREE BUCKETS OF MONEY

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CONTACT US
​* This bucket is potentially income tax free and under certain circumstances may lose their tax favored status.

** Cash value of Life Insurance will grow generally income tax free assuming the policy is not a Modified Endowment Contract (MEC) and can be accessed during lifetime income tax free utilizing loans and withdrawals up to basis. However, if the policy is cash surrendered or lapses due to non payment of premiums during the insured’s lifetime, ordinary income taxes must be paid on accumlated cash value above the cost basis of the policy. Death proceeds are typically income tax free.
OFFICES IN

LYNNWOOD WASHINGTON 

MERIDIAN IDAHO

BELLEVUE WASHINGTON

arthur.best@prudential.com
tyler.mccuen@prudential.com
gary.knopp@prudential.com
BestFinancialServices.team
Arthur Best offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. 

Tyler McCuen and Gary Knopp offer investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. 

Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 
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Best Financial Services is not affiliated with The Prudential Insurance Company of America or its affiliates, including Pruco. Other products and services may be offered through a non Prudential entity.
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Best Financial Services and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

CA Insurance License 0H15226
BEST FINANCIAL SERVICES DOES BUSINESS IN THE FOLLOWING STATES:

Property & Casualty: WA

Variable Annuities: AZ, CA, CO, FL, ID, OR, WA

Securities License:
AZ, CA, CO, FL, ID, OR, WA

Variable Life Insurance: AZ, CA, CO, FL, ID, OR, WA (CA License #0H15226)

Fixed Annuities:
AZ, CA, CO, FL, ID, OR, WA (CA License #0H15226)

Life Insurance: AZ, CA, CO, FL, ID, OR, WA (CA License #0H15226)
1039321-00002-00
FINRA Broker Check Link: https://brokercheck.finra.org/
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