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
1.16 Ct Garnet & Natural Diamond 14K Yellow gold Womens Engagement Wedding Ring
1.18 Ct Round VVS1 D Diamond 14K Yellow gold Engagement Wedding Rings Size 7 6 81.19 Ct Diamond & Natural Diamond 14K Yellow gold Womens Engagement Wedding Ring1.1ct Esdomera Moissanite 14k gold Prong Channel Set Accents Engagament Rings1.20 Carat D VVS1 V.Good Oval Diamond Yellow gold Classic Solitaire Ring 2.6mm
1.20 Crt New Luxury Jewelry 14KT White Solid gold Princess Cut Engagement Ring.
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 ... 1.20 Ct Forever One GHI Round Moissanite Engagement Ring With Diamonds 14KW
1.20 Ct Oval Cut Solitaire Diamond Engagement Ring 18K Solid White gold Size 6 7
1.20CT Emerald & Round Cut 14k White gold Diamond Engagement Ring For Womens1.20Ct Round Cut Moissanite Wedding Ring 14K Solid Hallmarked Solid Yellow gold
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
1.21 TCW D VVS1 Excellent Round Diamonds 18KW Classic Trellis Accents Ring 4.5gr ... See MoreSee Less
1.23 CT D VVS1 Ideal Cut Round Diamond White gold Cathedral Solitaire Ring 3.9mm
1.25 ct D VVS1 Round Brilliant Cut Real Halo Cluster Ring 10k White gold1.25 Ct Forever One DEF Round Moissanite & Diamonds Halo Engagement Ring 14KW
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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 1.35 Ct Round Cut Diamond Solitaire Engagement Ring In 14k White gold · 1.35ctw D VVS1 Ideal Emerald Diamonds 18kw Vintage Milgrain Engagement Ring 5.2g · 1.38 Ct Pear Shape Natural Topaz and Diamond 14k White gold Engagement Ring