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
1713mm Natural Carving Amazonite Crystal Gemstone Round Beads Bracelet AAAA
17.5mm Larimar Gemstone Cabochon Atlantis Stone bluee Pectolite Gemstone Bracelet1731 POGGI BRACELET DE CHEVILLE EN RESINE PASTEL17mm Natural bluee Pietersite Namibia Gemstone Beads Bracelet AAAA17mm Old material 100% Natural Amethyst Gemstone Round Beads Bracelet Uruguay
18 Karat gold Electro Plated Glitter Textured Link Bracelet
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 ... 1816.58mm Larimar Gemstone Cabochon Atlantis Stone bluee Pectolite Pendant
18.510.5mm Larimar Gemstone Cabochon Atlantis Stone bluee Pectolite Ring
18k gold And Stainless Steel Bracelet With 3 Red Stones18k gold Plated Filigree Chantilly Flower Lace Women’s Bracelet
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
18K PEAR SHAPED DIAMOND HALO RING .72CTW RETAIL 2900 JG1 ... See MoreSee Less
18K pink gold Diamond Jewelry Fine Lightest Pink Morganite Gemstone Unique Ring
18k Solid White gold Semi Mount Ladies Natural Diamond Ring baguette 0.65 ct18K white gold RING SETTING for Diamond or Gemstone & accents 0022
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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 19mm Natural Wine Red Garnet Crystal Round Beads Bracelet AAA · 1ct Diamond Engagement Ring in Solid 14K Yellow gold · 1Ct Princess Cut Moissanite Bezel Set European Engagement Ring 14K White gold