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
Trillion Shape Semi Mount Exotic Ring 9 MM Solid gold Engagement Event Jewelry
1.10 Ct Two Stone Tanzanite-Diamond Engagement Ring 14K pink White Yellow gold1.20 Ct. Halo Ruby And Diamond Engagement Ring In 14k pink Yellow White gold1.40 Ct. Halo Created Ruby And Diamond Bridal Set In 14k Solid gold1.90 Ct. Halo Morganite-Diamond Wedding Engagement Wedding Ring In 10K pink gold
1 2 Ct. Two Stone Diamond Engagement Ring Crafted In 14k Yellow pink White gold
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 ... 6.50 mm Amethyst Solitaire Engagement Ring 0.95 ct in 14K gold JP 78086
Amethyst & Diamond 3 Stone Ring with Amethyst on Side Bar 1.40 ct tw in 14K gold
Aquamarine & Diamond Euro Shank Womens Engagement Ring 0.97ctw 14K gold JP 58256Aquamarine Three Stone Ring with Diamond on Side Bar 1.05 cttw 14K gold JP 75869
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
bluee Topaz & Diamond Engagement Ring with Milgrain Work 0.98 ct tw in 14K gold ... See MoreSee Less
bluee Topaz and Diamond Three Stone Rope Ring 0.73 ct tw in 14K gold JP 103714
Citrine Three Stone Ring with Diamond on Side Bar 1.00 cttw in 14K gold JP 75881Diamond (SI2-I1-Clarity, G-H-color) Three Stone Ring 0.16 ct tw in 14K gold
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 1.00Ct 6mm Round Forever Brilliant Moissanite Engagement Ring 14K White gold · 10Ctw 14X12mm DEF Halo Oval Tested Moissanite Engagement Ring 14k White gold · 2.00Ct Vintage Heart DEF color White Moissanite Engagement Ring 14K White gold