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
0.70 Ct Round VS1 Diamond Engagement 14K Yellow gold Wedding Rings Size 7
0.70ct D VVS1 Ideal Round Diamonds 14k gold Basket 2-Stone Engagement Ring 2.8mm0.70ct Round Brilliant and Baguette Cut Diamond Wedding Set in 14k Yellow gold0.70Ct Round Real Diamond Solitaire Engagement Ring Solid 14K Yellow gold Size 80.71 Carat Moissanite Engagement Ring Round 14K White gold Hallmarked
0.71 Ct Diamond Engagement Rings 14K White gold Cushion Cut VVS1 D Size 7
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 ... 0.71CTW Round Cut bluee SI3 Diamond Ring 14K
0.72 Ct Round Cut Real Diamond Rings Solid 14K Real White gold Womens Rings Sale
0.74 CT F SI1 Ex Round AGI Earth Mined Diamonds 14KW Vintage Engraved Ring 4.1gr0.74 TCW D-VVS1 Excellent Round Diamonds 14KW gold Halo Engagement Ring 2.2mm
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
0.75 Carat D VVS1 Very Good Oval Diamond White gold Classic Solitaire Ring 2.6mm ... See MoreSee Less
0.75 Carat TCW Diamond G-H SI3 14K White gold Solitaire Engagement Bridal Ring
0.75 CT REAL DIAMOND ENGAGEMENT SOLITAIRE RING ROUND CUT F SI 14K YELLOW gold0.75 CT Round Diamond Solitaire 14K White gold Engagement Ring 3 4 CT Size 7
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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 0.83 CT. D VVS1 Ideal Cut Round Diamond Yellow gold Trellis Solitaire Ring 3.2mm · 0.84ctw. H-I1 Ex Round AGI Certified Diamonds 14K gold Basket Engraved Ring 4.4g · 0.85 CT Fine Round Cut Diamond Engagement Ring 14K White gold D VS2 Classic