❓ Frequently Asked Questions
1. What services does Puget Pariwar offer?
We provide personalized financial planning services including insurance solutions, retirement planning, investment guidance, tax planning, wills and trusts, and health insurance advisory.
2. Who do you work with?
We work with individuals, families, and small business owners across the Pacific Northwest who are looking for trustworthy, personalized financial advice.
3. How do I get started?
It’s simple! Schedule a free consultation through our Contact Us page. We’ll meet (virtually or in-person) to understand your needs and map out a plan that’s right for you.
4. Do I need a lot of money to work with you?
No! We believe financial planning is for everyone, regardless of where you're starting from. Our services are tailored to meet you where you are and help you grow toward your goals.
5. What types of insurance do you offer?
We offer life insurance, health insurance, disability insurance, long-term care insurance, annuities, and more — customized to fit your life and needs.
6. Can you help with tax planning and filing?
We focus on strategic tax planning to minimize your tax burden. For tax filing, we can coordinate with your CPA or recommend trusted partners.
7. What is the difference between a will and a trust?
A will is a legal document that outlines how your assets should be distributed after you pass. A trust allows you to manage and protect your assets during your lifetime and after. We help you understand which option fits your goals.
8. How often should I review my financial plan?
We recommend reviewing your financial plan at least once a year or whenever you experience a major life event (such as marriage, birth of a child, or job change).
9. Is my information secure?
Absolutely. Your privacy and security are a top priority. All information you share with us is handled with the highest level of confidentiality and professionalism.
10. Do you charge for the first meeting?
No, your initial consultation is completely free. It’s a chance for us to get to know each other and see how we can best help you.
11. Which insurance companies do you work with?
At Puget Pariwar, we partner with some of the most trusted and respected insurance providers in the industry to offer you the best options for your needs.
We work independently — which means we are not tied to any one company — so we can help you choose the right product that truly fits your life and goals.
Some of the companies we work with include:
Nationwide
12. Can I partner with Puget Pariwar to build my own financial services business?
Absolutely!
At Puget Pariwar, we’re always looking for motivated individuals who want to build their own financial services business through our platform. Whether you're new to the industry or an experienced professional, we offer mentorship, training, and a proven system to help you grow.
We’re here to help! Contact us anytime or schedule a free consultation.