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
0.57ct H-I1 VG Round AGI Natural Diamond 14k Cathedral Engagement Ring 5.43 gram
0.58 CT D VVS1 V.Good Cut Round Diamond 14k White gold Trellis Wedding Ring 3.5g0.58 TCW All Around Diamonds Engagement Ring Semi Mount Setting 18K White gold0.58ctw D-VVS1 Ex Round Diamonds 14KW gold Tension Basket Three-Stone Ring 1.7mm0.59 Ct Cushion Real Diamond Engagement Ring 14K Solid White gold Size 5.5 6.5 8
0.59 CTW I SI3 Ideal Round Natural Diamonds T T gold Vintage Engraved Ring 3.8mm
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 ... 0.5ct Esdomera Moissanite 14k gold Prong Channel Set Accents Engagament Rings
0.5ctw Round Cut Natural Diamond 18K White gold Engagement Ring Women's Flower
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2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
0.60 CT D VS2 Solitaire 14K White gold Round Diamond Engagement Ring Enhanced ... See MoreSee Less
0.60 Ct F SI2 NATURAL Diamond Solitaire Engagement Ring Round 14K White gold
0.60CT Esdomera Moissanite 14k gold Prong Channel Set Accents Engagament Rings0.60CTW ROUND DIAMOND VINTAGE PRONG ENGAGEMENT RING SETTING 14KT 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.
GivingPress Lite by 0.70 Carat Marquise Cut 10K pink gold D VVS1 WeddingSolitaire Ring · 0.70 Ct Diamond Split Shank Solitaire Engagement Ring Round H SI2 14K pink gold · 0.70 Ct Real Diamond Anniversary Wedding Rings 14K Solid White gold Size 5.5 6 7