March 2009 March 2009   VOLUME 1 ISSUE 10  

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CONTENTS
Getting Plan Sponsors to Zero: A Business Owner's View of 401(k) Operations
Our analysis of the Markets and Economy
Weekly Economic and Market Commentary
Geoffrey Schock joins Bellevue Financial
Effective Cost Cutting Strategies for Businesses
What Should I Do With My 401(k)?
Estate and Business Planning in a Deep Recession
Bellevue Financial partners with Soles4Souls

Geoffrey Schock joins Bellevue Financial

Geoffrey Schock joins Bellevue Financial to serve Business Clients in the greater Puget Sound. Geoffrey will be providing 401(k), Medical Benefits and Executive Insurance assistance to businesses and their employees.

Geoffrey is a lifelong Bellevue resident, growing up in the Bridle Trails area. He graduated from Sammamish High School where he was captain and quarterback of its State finalist football team. He went on to play football for the legendary Frosty Westering at Pacific Lutheran University where he served as captain and graduated with a major in Business, minor in Economics.

He pursued his love of flight, teaching pilots at Tacoma Narrows Airport and then was employed by ExpressJet as a first officer, flying commercial jets until December, 2008.

Family values took precedent over his love of flying redirecting his career path towards Financial Services. Geoffrey is successfully using his leadership skills and organizational talents to provide solutions and solve problems for his clients at Bellevue Financial.

Geoffrey married his high school sweetheart Nicole in June of 2007 and they are expecting their first child in June. Geoffrey is surrounded by family in this area including his parents, Peter and Paulene Schock, brother Devin and his wife Alejandra, sister Mackenzie, parents-in-law Jim and Nancy McTaggart, and brothers-in-law Riley, Mason and Jordan.

Geoffrey can be reached at Geoffreys@bellevuefinancial.com or 425-457-7759.


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