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Family Wealth Counseling,
-Kirkland Reporter
Human Values Statement Can Help Families Prosper -Puget Sound Business Journal
Converting Human Assets into Capital -Puget Sound Business Journal
Vision Exercise is First Step for Retirement Planning -Kirkland Courier

Conover Feek (CF) is nationally recognized as a preeminent Life Insurance Consulting Firm with unique emphasis in the Estate and Business Planning space. For the past 40 years, CF has been custom designing wealth accumulation, transfer and preservation plans for Businesses and Families across the nation. CF has historically pursued creative and innovative ideas to provide successful solutions for affluent clients.

CF has introduced these unique services to the private sector. Individuals, Corporations, Foundations, and Associations now have the opportunity to capitalize on these programs.

Our services include: estate planning, retirement planning, ownership / management succession planning, wealth maximization planning, stock redemption agreements, executive deferred compensation plans, and charitable estate strategies.

CF has an unparalleled alliance of accountants, attorneys, analysts, regulatory and compliance specialists, and psychologists. The CF Team is dedicated to its client's long-term human, intellectual and financial goals through its proprietary "asset discovery" analysis, sophisticated plan design, and, administration. Experience, innovation, technology, and integrity built Conover Feek.

"Our programs are truly customized and designed on an individual basis. CF programs are a comprehensive process that allows our clients to easily understand their goals and vision to successfully position their assets for wealth recognition, preservation and appropriate transfer without loss of control."

James R. Feek
Founder and Managing Partner

For more information about Conover, please visit: www.conoverinsurance.com

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Conover Feek
11250 Kirkland Way, Suite 203, Kirkland WA 98033
Email: info@conoverfeek.com
Phone: (800) 228-3335     Fax: (425) 822-0668

Brokerage services are offered through Conover Securities Corporation, a registered broker dealer, member FINRA and SIPC
Investments offered through Conover Securities are: Not FDIC insured | May lose value | Come with no bank guarantee | Are not insured by any government agency
Advisory services provided through Conover Capital Management, LLC, a Registered Investment Advisor
Conover Securities Corporation and Conover Capital Management, LLC, are affiliates of Conover Feek.
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