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
Ladies 14K White gold Over Princess Diamond Engagement Ring Wedding Bridal Set
Ladies 14K Yellow & pink gold Wife Family Gift Heart Charm Pendant - 20mmLadies 14K Yellow and pink gold Mom PendantLadies 14K Yellow gold 1 2CT Emerald Cut Amethyst Solitaire Estate PendantLadies 14K Yellow gold Claddagh Diamond Pendant Charm
Ladies 14K Yellow gold Double Heart Loop Charm Pendant Holder - 40mm
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 ... Ladies 14K Yellow gold Number Wife Floral Flower Gift Charm Pendant - 25mm
Ladies 14K Yellow gold Over Round AAA Diamond Wedding Set Bridal Engagement Ring
Ladies 2.30 Carat Engagement Ring Diamond Wedding Bridal Set 14K White gold OverLadies 925 SS Polished Created Opal & Diamond Post Stud Earrings 3mm x 8mm
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Ladies 9ct gold Polished 2mm Hoop Earrings 45mm ... See MoreSee Less
Ladies 9ct White gold CZ Gemstone Jewelry Hoop Round Earrings Womens Hallmarked
Ladies Diamond 14K White gold Finish Split Shank Bridal Halo Wedding Bridal RingLadies Earrings with Nena Lina 6 mm Muschelkern-Pearl and Plated Brushed Surface
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 Lady's Diamond Wedding Set 4 Diamonds .08 Carat T.W. 14K White gold (PM1001426) · LAFONN Ladies Earrings E0194CLP Brand New · Lange alte ACHATKETTE blue große Steine • 86 cm Achat-Kette 63 g