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
0.75 Ct bluee Diamond Forever Us Two 2 Stone Fancy Designer Ring 14K White gold
0.75 Ct Champagne Diamond Classy Cushion Halo Wedding Bridal Ring 14K White gold0.75 Ct Diamond Forever Us Two Stone Fancy By Pass Ring 14K White pink gold0.75 Ct Green Diamond Two Stone By Pass Solitaire Wedding Ring 14K Yellow gold0.75 Ct Yellow Diamond 3 Three Stone Ribbon Promise Bridal Ring 14K White gold
0.7ct Round Cut Wedding Bridal Engagement Anniversary Ring Solid 14k pink gold
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 ... 0.95 TC Solitaire With Accent Bridal Diamond Ring SI2 F Engagement Ring Enhanced
1 1 10 Carat TW Diamond Engagement Ring in 10K White gold
1 Carat bluee Diamond Fancy Halo Solitaire Wedding Bridal Ring 14K White gold1 Carat G-H & bluee Diamond 3 Stone Eternity Engagement Ring 14K Yellow gold
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
... See MoreSee Less
1 Carat Green Diamond Two Stone Eternity Filigree Wedding Ring 14K White gold
1 Carat Yellow Diamond Fancy Infinity Wedding Anniversary Ring 14K Yellow gold1 Ct bluee Diamond Forever Us Two 2 Stone Fancy By Pass Ring 14K pink gold
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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 2 Carat Heart Shaped Bridal Engagement Ring In White gold - White I-J · 1 2ct Diamond Semi Mount Antique Engagement Setting · 1 2ct Vintage Diamond Engagement Ring 14K White gold