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
925 Sterling MICRO PAVE Ear Stud - ROUND 10mm gold
925 Sterling silver Basketball Sport-Anhnger Halskette (Mit 45 cm Kette)925 Sterling silver Collier Echtsilver 43,5cm 18,7g925 STERLING silver COLLIER HALSKETTE ECHTsilver 25,8g 43,0cm925 STERLING silver COLLIER MIT GRANAT & MARKASIT BESATZ ECHTsilver 43,5 cm
925 STERLING silver COLLIER MIT RUBIN BESATZ ECHTsilver 4,8g 40,3 cm
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 ... 925 Sterling silver Falcon-Anhnger Halskette
925 Sterling silver Halskette & Anhänger mit Glas Besatz 51,4cm 8,9g
925 Sterling silver Kette & 835 silver Anhänger mit Amethyst Besatz 8,6g925 STERLING silver KETTE & 835 silver ANHÄNGER MIT TOPAS BESATZ 8,9g 41 cm
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
925 Sterling silver Kette & Anhänger Echtsilver 43,0cm 10,0g ... See MoreSee Less
925 Sterling silver Kette & Anhänger Vergoldet Echtsilver 53,8 cm 9,0g
925 Sterling silver Kette & Anhänger mit Zirkonia Echtsilver 9,8g925 Sterling silver Kette & Anhänger mit Zirkonia Besatz Herz 42,5cm 8,4g
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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 9ct 0.25 Point gold Tear Drop Diamond Pendent , Birthday,See More · 9ct 2-Colour gold Teardrop Fretwork pendant · 9ct 9Carat Yellow gold Carnelian, Onyx & Oxblood Spinning Fob Pendant HALLMARKED