View the e-Compass online @: www.multop.com/e-Compass

Multop Financial
We are ready for Tax Season! See you soon!

Important Tax Reminders

Remember… your income tax preparation fee includes year-round tax help and planning. We encourage you to call us and stay in touch throughout the year. Our goal is to provide as much value as possible for the fee you pay us.

Here are a few reminders for upcoming deadlines:

4/18 is also the deadline to file estate income tax or trust income tax returns (Form 1041).

Note: Due to a holiday for District of Columbia on Friday, April 15th, tax deadlines are extended to Monday.

Multop Financial Develops 401(k) Market

Multop’s own Ted Newman has been assigned to expand and develop Multop Financial’s presence in the 401(k) market. Phil Multop states, “With increased government scrutiny and the ever-changing regulations and fiduciary obligations related to 401(k) plans, it is highly important to have a local, independent, and experienced firm assisting employers with their plans.”

Ted came to the firm last year with over 20 years of experience in the financial industry, specifically with retirement plans. Mr. Newman explains, “We have the ability to provide employers and business owners with detailed reviews of their current plans, which gives them a chance to find out if the plans are suitable or not. Access to better investment options and better administration are just a couple of the benefits, and very crucial given today’s market environment."

If you would like to schedule an appointment with Ted to discuss your company’s current retirement plan, please contact Ted here, or simply give us a call!

Are You Ready For Some Football?

Super Bowl Sunday is just around the corner! As you prepare for gatherings, parties, or just a fun day with the family, we thought you might like some Super Bowl trivia!

Advisory services offered by: Pacific West Financial Consultants, Inc.
Registered Investment Advisor
Securities offered through:
Pacific West Securities, Inc.


News & Events

Multop Financial Scholarship

Our $2,000 annual scholarship is awarded each year to one student enrolled in full-time study at an accredited institution of the student’s choice. The winner is selected by our Client Advisory Board, based on the thoroughness of the application, essay, and general impression. Applications must be received by March 31st, 2011. Applicants must be recommended by a Multop client! For further details you can download the scholarship application from the link below:

Multop Financial Scholarship

Multop Financial Introduces Pro Athlete Program

We understand the specific situations and challenges that face NFL players and other professional athletes today. This is why we have developed a program specifically devoted to helping professional athletes develop a well-thought-out plan that addresses current and future financial needs.

Multop Financial Hours

Monday – Friday  9 to 5

Holiday Hours

Closed December 24th – 27th
& December 31st



Award Criteria

If you found the e-Compass useful please forward it to your friends and family. We appreciate your business and referrals.


Multop Financial
2210 Rimland Drive,
Suite 101

Bellingham, WA 98226

Phone: (888) 671-7891
Fax: (360) 671-4963
Email: info@multop.com

* Please note that individuals who are selected by Goldline Research as Wealth Management Leading Providers do not pay a fee to be included in the research or the final list of wealth managers, however, there is a fee associated with the use of the Goldline Research logo and other marketing materials. Wealth Managers who are included on the Goldline Research Wealth Manager list must meet the following criteria:

**To unsubscribe please reply to this message with “unsubscribe” in the subject line.