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
0.50 Ct Round Real Diamond 14K White-pink gold Double Halo Style Engagement Ring
0.50 CT Round Solitaire I1 Diamond Engagement Ring 18K Yellow gold 043479540.50 CT SI1 D ROUND CUT DIAMOND REAL SOLITAIRE ENGAGEMENT RING 18KT WHITE gold0.50 Ct Three Stone Natural DIAMOND Engagement Ring Round G SI2 14K White gold0.50 Cts Round Brilliant Cut Diamonds Three-Stone Ring In Fine Hallmark 18K gold
0.50 TCW Round Cut Diamond Floral-Rope Ring Real 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 ... 0.50ct I-SI3 VG Princess Natural Diamond 14k gold Cathedral Engagement Ring 3.8g
0.50Ct Round Cut Diamond Solitaire 14K Solid Yellow gold Wedding Rings
0.51 CT I SI3 Ideal Princess AGI Certify Diamond Yellow gold Basket Ring 2.6mm0.51 CT Round Solitaire Diamond Engagement Ring D SI1 14K Yellow gold 10349155
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
0.51 CT Round Solitaire SI1 Diamond Engagement Ring 18K Yellow gold 04350080 ... See MoreSee Less
0.51ct Princess & Round Real Diamond Cluster Engagement Ring 14K White gold
0.53 CT G I1 V.Good Round Certified Diamond 14KW Cathedral Engagement Ring 4.9gr0.53 CT Round Solitaire Diamond Engagement Ring D SI1 14K pink gold 49260104
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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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