We are an independent, third generation and family-owned business. Since 1988, our advisors, DBA Sparks Financial Services through their affilation with Commonwealth Financial Network, a Registered Investment Adviser-Broker/Dealer, have served the Pacific Northwest helping to motivate individuals and families to effect positive change in their financial lives.
We've established this site as a way for you to get to know us better and understand how we can successfully guide you toward a more rewarding financial life. We believe our values-based, life-centered approach to financial planning is both refreshing and effective. We focus on empowering individuals to better manage their money, prioritize their goals, and attain financial clarity.
We've established this site as a way for you to get to know us better and understand how we can successfully guide you toward a more rewarding financial life. We believe our values-based, life-centered approach to financial planning is both refreshing and effective. We focus on empowering individuals to better manage their money, prioritize their goals, and attain financial clarity.
Services
Sparks Financial Services is a third-generation planning practice dedicated to serving clients in the Lynnwood, WA area and beyond through their affiliation with Commonwealth Financial Network, a Registered Investment Adviser-Broker/Dealer. By skillfully integrating holistic financial and life planning with investment management, we believe our clients benefit from a financial life well-planned.
In order to successfully serve our clients in the manner they deserve, however, we do charge fees: for advice, for services, and for the products we provide. Typically, we set aside two hours for the initial consultation, which we call "The Discovery Meeting." This provides a great opportunity to ask questions, share planning issues, and learn more about us.
We strive to have a positive impact on the financial lives of those we serve, through proactive and client-centered planning. You wish to work with an advisor who provides ongoing support and guidance toward achieving your financial goals. You are willing to be a proactive partner in the financial planning relationship, through good times as well as bad times.
Use this helpful planning guide to start organizing your finances and identify the issues that affect you most. When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan.
Most clients will use the Investor360° button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
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