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
14K Yellow gold 6.5mm Round Cut Moissanite Pave Diamonds Halo Wedding Ring Set
18K Princess Diamond Ring 0.45 CT SI2 D White gold Engagement Ring Enhanced18k Solid White gold 3 Stone Ring Setting - Sizes 4 to 9.5 R163618k White gold Enhanced Diamond Engagement Ring 0.77 CT F VS18K Yellow gold Solitaire Diamond Ring 0.55 CT SI2 D Wedding Ring Enhanced
1ct Diamond Engagement Ring 14K 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 ... 1ct Three Stone Diamond Engagement Ring 14K White gold
1ct Vintage Three Stone Princess Cut Diamond Engagement Ring 14K White gold
2.1 Oval Cut Wedding Solitaire Engagement Anniversary Ring Solid 14k Yellow gold2.17ct Emerald Round Solitaire Halo Engagement Wedding Bridal Ring 14k pink gold
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
2.1ct Pear Cut Wedding Bridal Engagement Anniversary Ring Solid 14k Yellow gold ... See MoreSee Less
2.27ct Emerald Round Cut Halo Engagement Wedding Anniversary Ring 14k White gold
2.3ct Round Cut Halo Wedding Bridal Engagement Anniversary Ring 14k TwoTone gold2.4ct Pear Cut Bridal Solitaire Statement Promise Ring Solid 14k pink gold
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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 Annello by Kobelli 14k White gold 1 1 4ct TGW Bezel Moissanite and Diamond · Antique Art Deco 14K pink gold 5mm Moissanite Diamonds Wedding Promise Ring · bluee Sapphire and Diamond Floral Engagement Ring 0.80 ct tw in 14K White gold