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
Ruby and White Sapphire Pendant w 18in. Chain
Ruby Red Square Shaped Petite Ring Size 8RUE DES MILLE Collana a pallini con Ciondolo CL001-SRue Des Mille Collar silver pink gold Broche Grz-Spilla-C4 Original Nuevo
RUE DES MILLE-Halskette pinknkranz silver Vergoldet Steine black CLPPN NEU
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 ... Russisch Orthodoxe 925 silver Kreuz Anhänger Jesus Christus
Russische pink redgold 585 Anhänger Herz FROHE HERZEN. Geteilt
S Bd084 Genuine 9K pink gold Natural Pearl Rondelle Bead for European BraceletsS. Oliver Anillo women 2012581-56 ACERO inox.
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
S. Oliver COLLAR women so906 silver 925 ... See MoreSee Less
S. Oliver Joya Hombre Collar Cadena de Piel Acero Inox. So688 1-458047
S.OLIVER ACCESSORI silver Mädchen-halskette Infinity 9057771S.OLIVER BIJOU silver Collier pour Femme Cœur
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 Santa Muerte red gold Laminado Medalla con Cadena de 26 Roja Nuevo Piedras · Sapphire Solitaire Pendant 14k White gold 0.18 Cttw · Satz Halskette 2 ohrringe`Ohren blueme purplet black Multirank Abend KS 3