Do you have assets sitting in a former employer's retirement plan, or hard earned money, earning next to nothing in a bank or CD or just want a second opinion on your current investments?
We understand today’s financial environment. We know that individuals face unique challenges. We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients. Let us evaluate your financial picture and help get your retirement clearly focused.
Since becoming securities licensed in 1983, I have had the pleasure of helping many families plan for retirement. When relationships span decades and include generations of family members you come to know people intimately. I consider my clients my friends. I enjoy watching them thrive in their retirement years. We treat every client like we treat our family.
When you stop working for your money, your money needs to start working for you. Identifying assets that are best suited for long-term monthly income to complement Social Security, pensions or other income is paramount to a comfortable retirement. Identifying stagnant assets that need to work harder for you can make a huge difference in your retirement years.
Our business is built on a foundation
of thoughtful client relationships.
Protection is Key.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Prison Scholar Fund
5 days ago
Join us at The Swiss Restaurant & Pub, 1904 S. Jefferson, Tacoma 98402 ... See MoreSee Less
1.00CT Round Cut White Moissanite Antique Halo Engagement Ring in 14k White gold
1.00ctw Princess Cut Diamond Engagement Ring - 14k White gold Trellis1.00TCW Real Round Diamond Certified Trio Ring Set 14K White gold At Best Offer1.01 Carat Enhanced Round Natural F SI1 Diamond Engagement Ring 14K White gold1.01 CT Round Cut Diamond Engagement Ring E I2 Pave 18K pink gold 41649997
1.02 Carat D VVS1 Ideal Cut Round Diamond Platinum Classic Solitaire Ring 2.7mm
1 week ago
By educating prisoners, you transform and build the capacity of a group of disenfranchised people who are most capable of effecting positive change in our communities.
Click here to help: bit.ly/FundOurScholars
#PrisonScholarFund #Education #Transformation #PositiveChange ... 1.02ct tw D VVS1 Ideal Round Diamonds 14k gold Vintage Basket 3-Stone Ring 2.4mm
1.03ct. D-VVS1 Ex Princess Diamond 14K gold Basket Classic Engagement Ring 3.3gm
1.05 Ct Diamond Engagement Round Halo Ring Solid 14K White gold Size 71.05 Ct Halo Floral Round Cut Moissanite Engagement Ring In 10K White gold
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
1.05 Ct Solitaire Diamond Engagement Rings 14K White gold Diamond Wedding Ring V ... See MoreSee Less
1.05CT Unique 14K YG Cushion Cut Moissanite 4 Prong Solitaire Engagement Ring
1.09 Ct Round Cut Moissanite Wedding Ring 14K Solid Yellow gold Wedding Rings1.0Ct Solitaire With Accents Moissanite Ring 14K Solid Hallmarked White gold 5 6
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Copyright © 2019 · All Rights Reserved · The Prison Scholar Fund
The Internal Revenue Service recognizes the Prison Scholar Fund (PSF) as a section 501(c)(3) public charity. Gifts to the PSF are tax deductible in the U.S.A.
GivingPress Lite by 1.20ct Round Cut Diamond Halo Engagement Wedding Ring 14k Solid White gold · 1.22 CT ROUND blueE Moissanite pink gold Ring 7MM Fancy Engagement 14K Ring KD033 · 1.24 Carat Yellow VS2-SI1 Diamond Solitaire Engagement Ring 14k Yellow gold