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
Citrine Floating Stone Solitaire Ring 0.53ct in 14K gold
Diamond & Red Garnet Womens 3 Stone Engagement Ring 0.57 ctw 14K gold JP 34929Diamond 4 Prong Milgrain Work Semi Mount Halo Engagement Ring 0.27ct tw 14K goldDiamond 4 Prong Semi Mount Halo Engagement Ring 0.38 ct tw 14K gold JP 68099Diamond and Pink Tourmaline Three Stone Ring 0.13 cttw in 14K gold JP 34613
Diamond Swirl Semi Mount Halo Engagement Ring (SI2-I1, G-H) 0.26 ct tw 14K 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 ... Iolite 2 Stone with Side Diamonds Bypass Engagement Ring 14K gold JP 90778
Iolite Princess Cut Solitaire Ring 1.05 ct in 14K Solid gold
Peridot and Diamond Butterfly Engagement Ring 1.27 Carat tw in 14K gold JP 59380Peridot and Diamond Halo Engagement Ring 1.30 Carat tw in 14K gold JP 54770
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Pink Sapphire Floating Stone Solitaire Engagemet Ring 0.53 ct 14K gold JP 26327 ... See MoreSee Less
Pink Tourmaline and Diamond Solitaire Plus Engagement Ring in 14K gold JP 58427
Red Garnet Princess Cut Solitaire Ring 1.05 ct in 14K Solid goldRhodolite Garnet & Diamond Women Halo Engagement Ring 0.97cttw 14Kgold JP 67770
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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 3Ct 9mm Round White Forever Moissanite Enagement Ring 14K White-pink gold · 4.0ct Heart Cut DEF colorless Moissanite Halo Engagement Ring 14k White gold · 5CT Brilliant Moissanite Female Wedding Ring Solid 14K White gold Round VVS1