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
14k Yellow gold Round Cut Diamond Engagement Wedding Bridal Solitaire Ring
14k Yellow gold Round Diamond 6 Prong Semi Mount Engagement Ring Size 4.514k Yellow gold Round Diamond Cluster Set Ring(0.5 ct, Natural Brown, I1)14k Yellow gold Round Diamond Heart Engagement Ring .46ct14k Yellow gold Round Diamond Solitaire Bridal Wedding Engagement Ring 1 4 Ctw
14k Yellow gold Round Diamond Solitaire Engagement Ring .32ct
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 ... 14k Yellow gold Round Vintage Antique Real Diamond Engagement Ring Bridal Set
14K Yellow gold Semi Mount Oval 5x7mm Real SI H Diamonds Gift Ring Fine Jewelry
14k Yellow gold Vintage Tennis Bracelet with Cubic Zirconias CZ 9.2 Grams14K Yellow gold Women's Rings Real 1.90 Carat Moissanite Wedding Ring Size 7 6 5
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
14k Yellow White gold .35 Ct Princess Diamond Ring .28 Ct Tw Side Diamond 6 3 4 ... See MoreSee Less
14K YG PRINCESS CUT DIAMOND ENGAGEMENT RING SIZE 6 .54 TCW G104875-1 2.18grm
14KT Ladies WG 0.20CT Center Round Diamond Wedding Ring 0.51CT14kt pink gold Double Shank Engagement Ring in 2 Ct Asscher Cut White Moissanite
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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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