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
2.50Ct Round-Cut Real Moissanite Solitaire 3Stone Engagement Ring 14K White gold
2.50TCW Solid 14K gold Brilliant Moissanite Ring Engagement Royal Ring Pear Cut2.53 Ct Round Cut VVS1 14K Solid gold Solitaire Engagement Ring2.54ct VS 8.5mm Round Morganite Pave Diamond Real 18k pink gold Engagement Ring2.55 Ct Round bluee Sapphire Diamond Ring 14K Yellow gold Gemstone Rings Size 6.5
2.56 Carat D-VVS1 Excellent Pear Diamond 14K gold Classic Engagement Ring 3.4gm
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 ... 2.5CT Emerald-Cut Diamond Solitaire Bridal Set Engagement Ring 14K White gold
2.5CT Emerald Cut Moissanite Round Diamonds Engagement Ring 14k Yellow gold
2.60ct White Simulated Diamond Pink Stone 10KT Yellow gold Fancy Engagement Ring2.65 Ct Round Cut Diamond 14K Solid Yellow gold Split Shank Engagement Ring
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
2.6c CUSHION PINK PEACH MORGANITE NATURAL DIAMOND ENGAGEMENT RING PAVE pink gold ... See MoreSee Less
2.70 Ct Aquamarine Gemstone Engagement Ring 14K White gold Diamond Rings Size 6
2.75 Ct Cushion Cut Diamond Engagement Vintage Style Ring In 14k Solid pink gold2.75 Ct Round Brown Cognac Real 18K pink gold Solitaire Engagement Wedding Ring
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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 2513.513mm Natural Hair gold Rutilated Titanium Quartz Crystal Pendant · 2739-14K WHITE gold SOLITAIRE DIAMOND ENGAGEMENT RING 0.57CTS 2.70GRAMS SZ 6.5 · 2Ct Brilliand Round-Cut Real Moissanite Solitaire Engagement Ring 10K White gold