Paul T. Ferguson, MBA, CLU, ChFC
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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Contact Us

  • Address: 144 Railroad Avenue Suite 308, Edmonds, WA 98020

  • Phone: Office: (425) 880-5103

  • Email: pferguson@aisgadvisor.com

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Disclosure

Securities and Advisory services offered through American Independent Securities Group, LLC (AISG, LLC) Member FINRA, SIPC. AISG, LLC is an investment advisor registered with the SEC. Ferguson and Associates is not affiliated with AISG, LLC. Ferguson and Associates does not provide tax or legal advice. All decisions regarding tax or legal implications of your investments should be made in consultation with your independent tax or legal advisor. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The opinions expressed and material provided with in this website are for general information only and not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular investment or trading strategy.

FINRA is located at www.finra.org. SIPC is located at www.sipc.org.

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