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 9ct Yellow gold Drop Pendant - Pink Tourmaline, Rhodolite & Amethyst
Genuine Amethyst & Diamond 9K 9ct 375 Solid gold Pendant Natural RealGenuine BALTIC AMBER 14K gold Heart Pendant with Fossil INSECT 0.8g 181129-1Genuine Baltic Amber Fossil Pendant FANG TUSK on Leather String 5.8g 180314-10Genuine Birthstone 10k gold Diamond Aquamarine Engagement Wedding Ring March
Genuine Brand New 10kt Twisted Dotted Design Hoop Earrings (3.0g) (J2M)
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 ... Genuine BREIL Ring AMAZZONE Female Multicolor 58 - TJ2153
Genuine Coral 14K gold Post Stud Earrings. Natural Pacific Coral. 12mm, J0001
Genuine Green Tourmaline 14k Yellow gold Pendant, NewGenuine Lavender Jade Heart Pendant 14kt Dia loop
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Genuine MORELLATO Earrings KALEIDO Female natural diamonds - SADY08 ... See MoreSee Less
Genuine Natural bluee Aquamarine Gems Transparent Beads Bracelet AAAA 18x16mm
Genuine Natural Purple Charoite Marquise Crystal Bead Healing Bracelet 7mm AAAAGenuine Natural Sugilite South Africa Gemstone Stretch Beads Bracelet 12mm
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 Giovanni Raspini Femme 10050R silver silver · Girlish Long Earrings Dangels For Marriage Recption Party Wear Western · GIROCOLLO goldENFALL STELLE GR MT 01