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Investment & insurance

David Clemons and Associates
Contact: David Clemons
10515 NE 120th Place
Kirkland, WA 98034
(425) 823-8961
(425) 246-0218
dgcclem@earthlink.net
www.davidclemonsltc.com
Accepts Medicare: No
Accepts Medicaid: No
Provides: Financial and Legal | Investment & insurance
Description of services:

I am a long term care insurance specialist representing all the major insurance companies that sell long term care insurance. I also help clients with life insurance and medicare supplement coverages.


Yvonne Naum, Ph.D., CFP
Contact: Yvonne Naum
National Asset Management Inc., 1001 Fourth Ave., Ste 2200
Seattle, WA 98154
(206) 546-3531
(800) 859-7366
ynaum@nationalsecurities.com
Accepts Medicare: No
Accepts Medicaid: No
Provides: Financial and Legal | Investment & insurance
Description of services:

Almost 20 years in financial services offering: retirement planning, portfolio management, helping clients manage & preserve their wealth through their lifetime and for transfer to heirs. Seniors' planning issues: re-structuring portfolio, financial evaluation of housing, appropriateness of reverse mortgage. Analysis of financial issues is offered on fee basis. Investment products are offered on fee or commission basis, as most appropriate. Life & long-term care insurance available from multiple insurers.