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
1.40 Carat Natural DIAMONDS in 14K Solid White gold Men's Ring
1.40 Ct Diamond Round 14K Real pink gold Solitaire Ring Women's Valentine's Gift1.40 Ct Moissanite Wedding Ring 14K White gold Engagement Rings Size 7 6 5.5 41.40 Ct Round Cut Bridal Diamond Engagement Ring 14K Yellow gold Rings Size 71.40 Ct Round Cut Diamond Women's 14K Solid White gold Engagement Rings Size 7 6
1.40 Ct Round VS1 Diamond Engagement Ring 14K Solid White gold Size 5
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 ... 1.40Ct Round Cut Moissanite Wedding Ring 14K Solid Solid White gold Women's Ring
1.42 CT Round & Baguette Shape Natural Diamond 10K Yellow gold Engagement Ring
1.46 Ct Cushion Cut Solitaire Diamond Wedding Ring 18K Solid pink gold Rings1.48 Ct Round Cut Diamond Wedding Ring 18K Solid White gold Rings Size 5 6 7
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
1.5 Carat G SI1 Round Pave Diamond Engagement Ring Set 14K Yellow gold Enhanced ... See MoreSee Less
1.5 CT Near White Moissanite Solitaire Pave Stone Engagement Ring 14k White gold
1.50 Carat Round VVS1 Diamond 14K Solid White gold Engagement Rings Size 5.5 6 71.50 Ct Asscher Cut Moissanite Bezel Setting Wedding Engagement Ring in 14k gold
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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 1.50Ct Round-Cut Real Moissanite Solitaire Engagement Ring 14K White gold · 1.51 CT. D VVS1 Ideal-Cut Round Diamond 14k White gold Trellis Wedding Ring 4.8g · 1.54 Carat D-VVS1 Excellent Round Diamond 14kw gold Cathedral Solitaire Ring 4mm