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
Lotus Style Leaf Pendant with Zirconia Stones for Women
Loving Family pink gold 1-1 4 Heart - 24 ChainLQQK Gorgeous solid 14k Yellow gold Angel Cherub w Wings Pendant Charm ReligiousLuca Barra OK328 Women's Earrings new original genuine AULucos Femme ESCO33 silver black Onyx
Luminous AAA Japanese Akoya Pearl Crystal Pendant 14k Solid Yellow gold au585
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 ... Lunch at the Ritz Pierced Earrings Cat with Mouse on Excercise Wheel Menu Card
LUNGO COLLANA DI AMBRA 59cm Kette ambra accessorio di pietre
Luxury Women Fashion Waterdrop Pendant African Dubai Dangle Drop Earring JewelryM LCS DIAMOND WEDDING ENGAGEMENT 2 PC RING SET SZ 5 SZ 6 SZ 7 SZ 8 SZ 9 SZ 10
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Mabina Collana women 553076 silver 925 Zirconia Sintetico ... See MoreSee Less
Mabina Femme 553173 silver silver Zircone
Made with SWAROVSKI CRYSTAL AURORE BOREALE ELEMENTS EARRINGS PLATINUM FINISHMadi K 14k Yellow gold Mini Heart Hinged Post Hoop 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 Mariana Handmade Swarovski Crystal Large Round Earrings 1037 3911 Clear Topaz · MARIANA White Chrysolite Opal Swarovski Crystal gold Rectangle Drop Earrings · Marjorie Baer Rounded Square Large Fine Hoop Spikes Clip Earrings Unique Edgy