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
9ct Yellow gold 0.01ct Diamond K Initial pendant 19mm New
9ct Yellow gold 0.41ct Natural Ruby & Diamond Floral Gemstone Pendant on Chain9ct yellow gold 0.75ct oval cut bluee topaz pendant and curb 19 inch chain9ct Yellow gold 10.7mm x 23mm Oval 'Sacred Heart' Pendant New9ct Yellow gold 13mm x 21.3mm Evil Eye Pendant
9ct Yellow gold 18 Inch Fine Prince of Wales Chain
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 ... 9ct Yellow gold 25mm CZ Hamsa Hand of Fatima Modern Pendant Charm - Gift Boxed
9ct Yellow gold 30 Open Curb Chain 51cm 20' New
9ct Yellow gold 80 Oval Belcher Chain 46cm 18'9ct Yellow gold Angel Medal Pendant New
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
9ct Yellow gold bluee and White Clear Stone Heart Pendant New ... See MoreSee Less
9ct Yellow gold Celtic Design Pendant & Chain New
9ct Yellow gold Cross Hallmarked 4.26g9ct Yellow gold Cubic Zirconia Set Hoop Earrings
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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 9K White Diamond gold Bridal Set Engagement Wedding Rings · 9kt 2 colori gold Twist Taglio Diamante Pole Ciondolo Nuova · 9kt gold Bianco 30 Pg Taglio Diamante Catena a Maglia Barbazzale 41cm 16' -46cm