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
Genuine 0.90Ct Round Diamond Engagement Ring Graduated Accents 10k gold GH I1
Genuine 1.5ct Round Cut Diamond Ladies Bridal Fancy Engagement Ring 10K goldGenuine 1carat Round Cut Diamond Ladies Fancy Cluster Engagement Ring 10K goldGenuine 1ct Round Cut Diamond Ladies Cluster Solitaire Engagement Ring 10K goldGenuine 1ctw Round Cut Diamond Ladies Rope Cathedral Halo Bridal Ring 14K gold
Ladies Princess and Solitaire Diamond Engagement Wedding Bridal 10K Ring Set
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 ... Natural 0.5ct Round Cut Diamond Women's Fancy Engagement Ring 18K gold G SI1
Natural 0.75Ct Round Cut Diamond Bridal Engagement Ring Solid 10k gold KL I1
Natural 1carat Round Cut Diamond Ladies Octagon Halo Engagement Ring 10K goldNatural 1ct Round Cut Diamond Ladies Vintage Solitaire Engagement Ring 14K gold
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Real 0.40ctw Round Cut Diamond Ladies Bridal Solitaire Engagement Ring 14K gold ... See MoreSee Less
Real 1carat Round Cut Diamond Ladies Bridal Flower Engagement Ring 14K gold
Pave Set Halo Style Engagement Ring 0.40 Ct Round Cut Diamond & bluee Sapphire0.20 Ct Round White Natural Diamond Double Heart Engagement Ring 14k Solid 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 1.85Ct Brilliant Round cut Diamond D color Engagement Bridal Ring 14K White gold · 2.04tcw Brilliant Cushion Real Moissanite Forever Engagement Ring 14K White gold · 2.2Ct 10X7mm Pear Shape Excellent Cut Moissanite Engagement Ring 14K White gold