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
Round bluee Sapphire Promise Ring Bezel Set 1 4 Ct Round Cut Diamond 14K gold
0.412 Ct Accent White Natural Diamonds 10k Solid gold Propose Wedding Ring1ct Diamond 3 Three Stone Engagement Ring 10K White goldHoliday Sale 1 Ct Round Cut White Natural Diamond 14K Solid gold Wedding RingMother’s Day 0.38 Ct Natural Diamond Claddagh Engagement Ring In 14k Solid gold
2.00ct TDW Diamond Three Row Tennis Bracelet (J-K, I3)
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 ... 10k Real White gold Round Cut 2.25 CT Diamond Engagement Ladies Wedding Ring
2 ct Pure Light Moissanite Solitaire Ring 4-Prong 14k White gold
Real 14K Yellow gold 3.00 Ct Diamond Round Ladies Anniversary Engagement RingRebel Alliance Wedding Ring Symbol Of Hope Rebel Alliance Star Wars Ring Jewelry
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
10Ct 14mm Round Forever DEF color VVS1 Moissanite Engagement Ring 14k White gold ... See MoreSee Less
2.3Ct Oval Forever Sparkle Moissanite Halo Engagement Ring 14K Solid White gold
5.0Ctw Round DEF color 14k White gold Test Positive Moissanite Engagement Ring2carat 7mm Princess Brilliant VVS1 14K White gold Tested Moissanite Ring
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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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