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
1.30 Ct Round Cut Moissanite Wedding Ring 14K Solid Yellow gold
1.30 Ct VVS1 Round Cut Solitaire Diamond Engagement Ring 14K White gold Rings1.30Ct Diamond Engagement Ring 14k White gold Round Vintage VVS1 D Size 81.30Ct Oval Cut VVS1 Four Claw Set Engagement Ring In White gold1.30Ct Round Cut Solitaire Diamond Ring 14K Hallmarked Solid White gold Size 5 6
1.31 Ct D VVS1. Three-Stone Ring In 10K White 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 ... 1.32Ct Real Moissanite Ring Solid 14k White gold Wedding Anniversary Ring Size 7
1.33 Ct Forever One DEF Round Moissanite Engagement Ring With Diamonds 14K pink
1.35 Ct Real Diamond Solitaire 14K White gold Rings Sizes 5 41.35 Ct Round Diamond Solitaire Engagement Ring 14K Fine White gold Rings Size 5
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
1.35ct Pink Pear Diamond Engagement-Wedding Solitaire Ring 10k gold ... See MoreSee Less
1.36 CTW Round Cut 100% Natural Diamond Engagement Ring H I1 14kt White gold
1.40 Carat Genuine Aquamarine Ring 14K Solid White gold Real Diamond Size 6 7.51.40 Ct Diamond Engagement Rings 14kt White gold Round Cut VVS1 D color Size 7.5
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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 1.50 Ct Princess Diamond Halo Three Row Engagement Ring 10k White gold · 1.50 Ct Round Cut Diamond Engagement Ring 18 k Solid White gold Hallmarked Sale · 1.50 Ct Round Cut Near colorless Moissanite 14k Yellow gold Halo Engagement Ring