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
ART DECO 0.75CT H SI Round Diamond Solitaire Style Engagement Ring 14K Designer
Art Deco 14K Three Stone SI1 H .30 Carat Diamond Ring Size 6Art Deco 2.00Ct Round Real Moissanite Flower Halo Engagement Ring 14k White goldArt Deco Cushion Citrine Diamond Ring 0.92cts 14k White goldArt Deco Designer 0.49ct Pink Sapphire Gemstone & Diamond Fine Gemstone Ring
Art Deco Diamond Statement Ring 0.60ct 14k Two Tone 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 ... Art Deco Eternity Round bluee Sapphire Diamond Ring 0.83cts 14k White gold
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2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Art Deco Semi Mount 0.15cts F-VS2 Diamond Engagement Ring Size 6.5 ... See MoreSee Less
Art Deco SEMI MOUNT 0.35CT MARQUISE & ROUND DIAMOND RING
Art Deco Semi Mount Diamond Ring 0.43cts 10k Yellow goldArt Deco Semi Mount F VS Antique Diamond Ring 0.12cts 14k White gold
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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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