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
0.65 CTW NATURAL ROUND SHAPE DIAMOND Engagement Ring PURE White gold 14KT I SI1,
0.66 ct 18k White gold Three Stone Round Brilliant Cut Diamond Engagement Ring0.66 Ct Princess Cut Diamond Engagement Wedding Ring 14K White gold Size 70.66 CT Round Solitaire SI2 Diamond Engagement Ring 18K Yellow gold 043479600.67 Carat D VVS1 Ideal Round Diamonds 18k White gold Basket 3-Stone Ring 3.1mm
0.67ct Red-SI3 Exc Round Natural Diamond 14k gold Classic Solitaire Ring 2.5gram
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 ... 0.69 Ct Diamond Wedding Rings 14 K gold Cushion cut VVS1 Special Sale
0.69ct Total D VVS1 VG Round Diamonds 18k Flower Knife-Edge Wedding Ring 3.2g
0.7 Ct SI1 E Diamond Engagement Ring 14K White gold Solitaire Princess0.70 Carat Round Cut Diamond Engagement Rings 14K Solid pink gold Size 5 6 7 7.5
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
0.70 CT D SI1 Natural Princess Enhanced Diamond Engagement Ring 14K White gold ... See MoreSee Less
0.70 CT FOREVER ONE GHI MOISSANITE ROUND MICRO PAVE & MILGRAINE HALO PENDANT
0.70 Ct Round Solitaire Diamond Wedding Ring 14K Yellow gold Size 70.70 tcw 14K W. gold Engagement 2 Ring set with NO Center Stone Size 5 ((85)
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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 0.79 Carat D VVS1 Excellent Round Diamond 14K Cathedral Engagement Ring 3.6gr · 0.8 Carat Forever Brilliant Moissanite Wedding Female Ring White gold T006-2 · 0.80 CT bluee and White Diamond Engagement Ring 14K White gold Size 7