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
WOMENS 18K gold PLATED PEAR SHAPED EMERALD RING SIZE 5,6,7,8,9,10
Womens 2CT Diamond VVS1 3pc Engagement Bridal Ring Set in 14K White gold OverWomens 9 KT Yellow gold Claddagh Ring Made in IrelandWomen's Aquamarine Round Cut Ring Size 10Womens Bohemian Butterfly Tassel Hook Dangle Earrings With Purple Crystal
Women's Bridal Engagement Wedding Ring Set 1.50 Ct Round Diamond 10k 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 ... Women's Cushion Cut Diamond Engagement Halo Bridal Ring In 10k pink Real gold
Women's Diamond Wedding Set 14k White gold 1.19TCW Size 5.5 Round Cut Diamonds
Women's Engagement Wedding Bridal Set 1.30 CT Round Diamond 14K Yellow gold OverWomen's Engagement Wedding Ring Set Real 10k White gold 2.10ct Round Cut Diamond
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Women's Gift 0.07CT Mom Mother Heart Diamond Pendant, 14K Two-Tone gold Over ... See MoreSee Less
Womens Inside Out Hoop Earrings Multi color crystal
Women's Oval Sky bluee Aquamarine 10K White gold Diamond PendantWomens Real Diamond MOM ANGEL Pendant & 18 Chain Set
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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.
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