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
Pendientes Pianegonda women oafr0041 silver silver
Pendientes Roberto Giannotti Angeli gia101n silver black ZirconiaPendientes Roberto Giannotti women gia249 silver gold pink ZirconiaPendientes Rue des Mille women orzbcuori silver BroncePendientes Swarovski Further 5409658 whiteo baño de rodio
Pendientes Ti Sento Milano women 7452to silver silver Cuarzo hidredermal
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 ... Pendientes Ultima Edizione women OA05930 silver silver Piedras semipreciosas
Pendientes World Diamond Group women OGIT003-15 gold whiteo Diamante
Perfect Memorials Light Kino Wood Cylinder Memorial JewelryPerfect Memorials Starry Night Wood Cylinder Memorial Jewelry
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
PERFECT WINTER HOLIDAY SWAROVSKI SWAN MULTICOLOR RHINESTONE PIERCED EARRINGS ... See MoreSee Less
Peridot Kette - maigreener facettierte Peridot Halskette mit Perle
Perlenkette Zuchtperlen 6mm Halskette Länge 45 cm silver 925 Hakenverschluss NeuPersonalised 14ct Yellow gold Name Stud Earrings
View on Facebook
Copyright © 2019 · All Rights Reserved · The Prison Scholar Fund
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 silver de Ley 50.8cm Repujada Cadena · silver de Ley Colgante de Diseño Piedra Círculo & 45.7cm Cadena Nueva · silver de Ley Hueco Cadena de Cuerda 45.7cm Nuevo