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
Very Nice 14K Y gold Detailed Eagle Cross Anchor Charm Pendant 1 inch 3.4g D6346
VERY NICE 14KT MULTI colorD JADE CLIP-ON EARRINGS 8.2 GVERY NICE, FINE QUALITY 14K gold SMALL gold CHAIN 14 K 14KT VINTAGEVERY PRETTY SOLID 10K WHITE gold ESTATE DESIGNER ZRW HEART PENDANT WITH DIAMONDSVery Sweet 14K Yellow gold Diamond Cut God Mother Charm Pendant A5811
Viceroy 3150C09012 Collar para women nuevo y original ES
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 ... Viceroy 6392E09012 Women's Earrings new original genuine UK
Viceroy 90027E19012 Aretes para women nuevo y original ES
Vinnie Day Twisting Leaf Hoop gold Plated EarringsVINTAGE SOLID 10 K 2 TONE gold CRUCIFIX
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
VINTAGE SOLID 14K gold NATURAL10 MM WHITE PEARL& DIAMOND PENDANT ... See MoreSee Less
VINTAGE 1 20TH 12K YELLOW gold MESH CENTER LADIES CHARM BRACELET LIND BRACELET
Vintage 10K Yellow gold Amethyst Claddaugh Ring. Size 5.75 (10K Marked)VINTAGE 10K YELLOW gold HORSE PENDENT
View on Facebook
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 Vintage Art Deco 14K White gold 1 2 ct Natural Diamond Wedding Ring Set Size 8.5 · Vintage boucles d'oreille clips forme coeur cristaux pierres jadéite earrings · Vintage Caviar Shield Earrings Sterling Steampunk Onyx Faux-Pearl 1.25 Artisan