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
2CT DEF Cushion Halo Moissanite Round Solitaire Engagement Ring 14K White gold
2Ct Near White Cushion Cut Moissanite Engagement Wedding Ring Set 14K White gold2Ct Oval Cut White Moissanite Solitaire Engagement Wedding Ring 14k Yellow gold2Ct Pear-Cut Moissanite Solitaire Promise Wedding Ring 14K Real pink gold2CT Princess-Cut D VVS1 Diamond Solitaire Bridal Engagement Ring 10k White gold
2CT Round Brillaint Moissanite Female Ring Sterling 14K White gold Fine 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 ... 2Ct Round Moissanite Solitaire Promise Wedding Ring 14K Real White gold
2Ct Round-Cut Diamond Solitaire Engagement Trial Set Ring 10K Real White gold
2Jewels Hombre 231454 Silicona black3 Carat 14K Solid White gold Round Simulated Diamond Solitaire Engagement Ring
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
3 Ct Asscher Solitaire Engagement Wedding Promise Ring Real 18K Yellow gold ... See MoreSee Less
3 Ct Diamond Engagement Rings Solid 14K pink gold Ring Round Cut Size 6 7.1 2
3 Ct Round Cut Solitaire Engagement Wedding Promise Ring Solid 18K White gold3 pieces 14kt 1 20 gold Filled 0.8mm Chain and 4mm Beads Beaded BRACELETS Lot
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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 3.25CT Round-Cut with Contour Side Stones CZ Engagement Ring Set in 14K Yellow · 3.30Ct Emerald Forever One Moissanite Engagement Fine Ring 14K White gold · 3.40 Ct Round Cut Solitaire Engagement Ring 14K Solid Yellow gold