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
0.60ct G SI3 Ex Princess AGI Earth Mined Diamond 14K Trellis Wedding Ring 4.32gr
0.61 CARAT (17 PCS) blueE DIAMOND 14 KT SOLID gold MEN'S RING0.61 CT D-VVS1 Excellent Round Diamond 14kw gold Crown Head Solitaire Ring 2.5mm0.61 Ct Round Cut Real Diamond Engagement Rings 14K Solid White gold Size 7 6 50.61 Ct.Cushion Real Diamond Engagement Rings 14Kt Solid White gold Size 5.5 6 7
0.61ct I-SI3 VG Round Certified Diamond 14k gold Cathedral Solitaire Ring 2.8mm
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 ... 0.62ct H-SI3 VG Round Genuine Diamonds 18k w Classic Trellis Wedding Ring 2.5mm
0.63 ct 14K White gold Round Brilliant Cut Diamond Halo Engagement Ring
0.64 Ct Round Cut Real Diamond Engagement Ring 14K Solid White gold Size 5 6.5 70.64ct G-I1 Ex Round AGI Natural Diamond 18k gold Classic Solitaire Ring 2.4gram
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
0.65 Carat Genuine Round Enhanced Diamond Engagement Ring D SI1 14K White gold ... See MoreSee Less
0.65 ct 18k Solid White gold Ladies Semi Mount Natural Diamond Ring setting
0.65 Cts Round Brilliant Cut Diamond Solitaire Ring In Solid Certified 14K gold0.65CTW Round Cut bluee SI3 Diamond Ring 14K
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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 0.74 Ct Round Real Diamond 14K Solid White gold Double Row Halo Engagement Ring · 0.75 Carat F SI1 Enhanced Diamond Real Engagement Ring Round 14K Yellow gold · 0.75 CT Bridal Enhanced Round Cut Diamond Engagement Ring 14K White gold F SI2