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
1.09 TCW D-VVS1 Ex Round Diamonds 18KW gold Classic Basket Engagement Ring 2.3mm
1.1 Ct Forever One DEF Round Moissanite Engagement Ring With Diamonds 14k White1.10 Carat Round Cut Diamond Wedding Rings 14K Real White gold Size 7 5 6.5 7.51.10 Ct 6 x 6 mm Forever One DEF Cushion Moissanite Engagement Ring 14K White1.10 Ct Diamond Engagement Wedding Ring 14K Solid White gold Rings Size 7 6.5 5
1.10 Ct Forever One DEF Round Moissanite Engagement Ring With Diamonds 14KY
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 ... 1.10 Ct Round Diamond Engagement Ring 14K White gold Moissanite Rings Size 6 7
1.10 CTW ROUND CUT HALO GENUINE DIAMOND SOLITAIRE ENGAGEMENT RING 14K WHITE gold
1.11Ct F-VVS Emerald Cut Diamond Engagement Halo Ring Split Shank 18K White gold1.12 TCW D VVS1 Ideal Round Diamonds 14k gold Classic Tension Wedding Ring 3.4mm
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
1.13 Ct. D VVS1 Cluster Split Shank Engagement Ring Solid 10K White gold ... See MoreSee Less
1.14ctw D VVS1 VG Round Diamonds 14k T T gold Milgrain Trellis Accent Ring 2.4mm
1.15CTW ROUND DIAMOND SOLITAIRE W ACCENTS ENGAGEMENT RING 14K WHITE gold1.18 Ct Princess Cut moissanite Diamond Solitaire 14K White gold Engagement Ring
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 1.28ct Diamond Ring Princess Solitaire Engagement Promise Ring 14K gold Natural · 1.2CT White Pear Moissanite With 0.50CT White Round 14KT White Halo Ring · 1.30 CT DIAMOND ENGAGEMENT RINGS 14K WHITE gold ROUND CUT VVS1 D