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
2.75 Ct Cushion Solitaire Engagement Wedding Promise Ring Real 18K pink gold
2.75 Ct Round Canary Yellow Real 18K pink gold Solitaire Engagement Wedding Ring2.75 Ct Round Cut Solitaire Bezel Engagement Wedding Ring Solid 18K White gold2.75ct Asscher-Cut Aquamarine-Diamond Engagement Bridal Ring Set 14k White gold2.78 Carat D VVS1 Very Good Cut Round Diamond 18K Cathedral Engagement Ring 6gr
2.80 Ct Diamond Engagement Ring Real 14K White gold Wedding Rings Size 6.5 7.5 8
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 ... 2.80Ct Unique Round-Cut Real Moissanite Halo Engagement Ring 14K White gold
2.85 Ct Radiant Cut 3 Stone Engagement Ring & Anniversary 14k White gold
2.95 Ct Morganite Gemstone Engagement Ring 14K Solid White gold Diamond Size 6 72.95Ct Round Cut Diamond Engagement Ring 14K White gold Wedding Rings Size 5 6 7
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
2 3 Carat Enhanced Princess Diamond Engagement Ring D SI 14K White gold ... See MoreSee Less
2 3 Ct Enhanced D SI1 Round Cut Real Diamond Engagement Ring 14k White gold
2 5 Carat G SI1 JEWELRY DIAMOND ENGAGEMENT RING ROUND CUT 14K WHITE gold 91412 5 CT DIAMOND ROUND CUT ENGAGEMENT RING 14K WHITE gold SOLITAIRE SI1 D 9081
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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 2TCW Marquise-Cut Near White Moissanite Solitaire Engagement Ring 10K White gold · 3 Ct Cushion Cut Diamond Solitaire Engagement Ring In 14K Solid White gold · 3 Ct Oval Solitaire Engagement Wedding Promise Ring Solid Real 18K Yellow gold