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
4.2ct 3-Stone Emerald Solitaire Engagement Wedding Promise Ring 14K pink gold
5 8ct Diamond Halo Engagement Bridal Ring Set Solid 14k White gold5mm Round Moissanite Engagement Diamonds & 1.5mm Moissanites Ring 14K White gold6x8mm Oval Cut bluee Tanzanite Engagement Wedding Diamonds Ring 14K White gold7 8 Carat TW Diamond Twist Engagement Ring in 10K White gold
7mm Cushion Red Garnet Engagement Diamonds Ring Solid 14K White gold Art Deco
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 ... 8x8mm Green Peridot and Diamonds 14K White gold Engagement Halo Wedding Ring
Amethyst & Diamond Milgrain Work Halo Engagement Ring 1.00cttw 14K gold JP 54637
AQUAMARINE & DIAMOND ENGAGEMENT RING 3-STONE OVAL SHAPE 8mmx6mm14KT WHITE goldAuriya Round 2-Stone Diamond Ring 1 2ct TDW 14k White gold
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
bluee Topaz and Diamond Floral Ring 0.82 ct tw in 14K White gold ... See MoreSee Less
Certified 1.10 Carat Moissanite & Diamond Engagement Ring in 10k White gold
De Couer IGI Certified 10k Two-tone gold 1 4ct TDW Diamond Cushion Shape BridalDe Couer IGI Certified 14k Yellow gold 1 3ct TDW Diamond Double Frame
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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 Heart Shaped 8mm Morganite and Diamonds 14K pink gold Claw Prongs Wedding Ring · Kobelli 2-1 4ct TCW Moissanite and Diamond Oval Halo Ring Solid 14k pink gold · Miadora Signature Collection 10k pink gold Morganite and 1 5ct TDW Diamond