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CFP® Renton | CFP® Bellevue l CFP® Seattle l Renton Certified Financial Planner™ | Renton Financial Advisor l Renton Wealth Management l Tremper & Roper I Matt Roper I Jim Tremper

Tremper & Roper provide fee-based financial planning and wealth management solutions to families, business owners, and executives. Jim Tremper, CFP® and Matt Roper, CFP® employ a team-based approach when creating a financial road map for clients. Our primary office is located in Renton, WA (close proximity to Seattle), with additional offices in Tacoma, WA and Wyncote, PA.

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Tremper & Roper

Mathew Roper

3900 E●●●●●●y Road

Sui●●●202

Re●●on , Washington, 98057

United States

(800)●●●●●-4388

(425)●●●●●-0186

mr●●●●@shelgrenfinancial.com

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Tremper & Roper

Mathew Roper

3900 E●●●●●●y Road

Sui●●●202

Re●●on , Washington, 98057

United States

(800)●●●●●-4388

(425)●●●●●-0186

mr●●●●@shelgrenfinancial.com

View this contact

Tremper & Roper

Mathew Roper

3900 E●●●●●●y Road

Sui●●●202

Re●●on , Washington, 98057

United States

(800)●●●●●-4388

(425)●●●●●-0186

mr●●●●@shelgrenfinancial.com

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CFP® Renton | CFP® Bellevue l CFP® Seattle l Renton Certified Financial Planner™ | Renton Financial Advisor l Renton Wealth Management l Tremper & Roper I Matt Roper I Jim Tremper | tremperandroper.com Reviews

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Tremper & Roper provide fee-based financial planning and wealth management solutions to families, business owners, and executives. Jim Tremper, CFP® and Matt Roper, CFP® employ a team-based approach when creating a financial road map for clients. Our primary office is located in Renton, WA (close proximity to Seattle), with additional offices in Tacoma, WA and Wyncote, PA.

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CFP® Renton | CFP® Bellevue l CFP® Seattle l Renton Certified Financial Planner™ | Renton Financial Advisor l Renton Wealth Management l Tremper & Roper I Matt Roper I Jim Tremper | tremperandroper.com Reviews

https://tremperandroper.com

Tremper & Roper provide fee-based financial planning and wealth management solutions to families, business owners, and executives. Jim Tremper, CFP® and Matt Roper, CFP® employ a team-based approach when creating a financial road map for clients. Our primary office is located in Renton, WA (close proximity to Seattle), with additional offices in Tacoma, WA and Wyncote, PA.

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Affiliated Offices : CFP® Renton | CFP® Bellevue l CFP® Seattle l Renton Certified Financial Planner™ | Renton Financial Advisor l Renton Wealth Management l Tremper & Roper I Matt Roper I Jim Tremper

http://www.tremperandroper.com/affiliates.cfm

3900 East Valley Road, Suite 202. Markets at a Glance. 601 Office Center Drive Suite 300. Shelgren Financial Group, Inc. 3900 E. Valley Road #202. Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current. A dynamic library of videos. These magazine-style flipbooks provide helpful information. Manage your taxes and prepare for the upcoming tax season. Percent Difference (when noted with %) otherwise Last Price.

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CFP® Renton | CFP® Bellevue l CFP® Seattle l Renton Certified Financial Planner™ | Renton Financial Advisor l Renton Wealth Management l Tremper & Roper I Matt Roper I Jim Tremper

http://www.tremperandroper.com/learning_center/calculators

3900 East Valley Road, Suite 202. Markets at a Glance. Only 48% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. Source: Employee Benefit Research Institute, 2015. How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? Loans and Credit Cards. How much will it cost to pay off a loan over its lifetime? Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Our Approach : CFP® Renton | CFP® Bellevue l CFP® Seattle l Renton Certified Financial Planner™ | Renton Financial Advisor l Renton Wealth Management l Tremper & Roper I Matt Roper I Jim Tremper

http://www.tremperandroper.com/Our-Approach.14.htm

3900 East Valley Road, Suite 202. Markets at a Glance. Understanding our clients needs and aspirations can mean the difference between success and failure of their financial plan. Knowing this, our advisors first job is to ask questions, sit back and listen. Truly understanding our clients allows our advisors to clarify their clients goals and objectives, evaluate the depth and breadth of the relationship and determine how best to meet their individual needs. Clients may implement their plan through us o...

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CFP® Renton | CFP® Bellevue l CFP® Seattle l Renton Certified Financial Planner™ | Renton Financial Advisor l Renton Wealth Management l Tremper & Roper I Matt Roper I Jim Tremper

http://www.tremperandroper.com/learning_center/videos

3900 East Valley Road, Suite 202. Markets at a Glance. One survey found that 50% of current retirees had to retire earlier than they expected. Source: Employee Benefit Research Institute, 2015. These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. A Wild Ride: Understanding Market Volatility. Open Video New Window. Open Video New Window. Open Video New Window.

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Financial Planning : CFP® Renton | CFP® Bellevue l CFP® Seattle l Renton Certified Financial Planner™ | Renton Financial Advisor l Renton Wealth Management l Tremper & Roper I Matt Roper I Jim Tremper

http://www.tremperandroper.com/Financial-Planning.6.htm

3900 East Valley Road, Suite 202. Markets at a Glance. The first step when working with clients is establishing and defining the scope of the relationship. This helps identify the services to be provided, duration of the engagement, compensation and the responsibilities of both parties. In step four, our advisors present a client’s financial plan and provide strategies and recommendations to help achieve their financial goals. The final step is monitoring the plan. This is done to ensure implemented ...

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