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
9kt gold yellow Croce con Pietra Dettaglio Nuova
9kt gold redondo Taglio Diamante (Retro)9mm 14k Yellow gold Carved Flared Column 11.91Cts Pacific Pink Coral Pendant9mm Natural bluee Kyanite Cat Eye Gemstone Fashion Jewelry Women Bracelet AAA9MM SOLID 14K WHITE gold HAWAIIAN HAWAII PLUMERIA TURTLE DOLPHIN CHARM PENDANT
9x7mm Emerald 14K Yellow gold Engagement Wedding Diamond Semi Mount Nice Ring
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 ... A NEW PORTUGUESE 19.2 KT gold AMOR DE PAI TALKING CHARM FROM PORTUGAL
A pair of 12-16mm south sea white baroque pearl earring 14K yellow gold
A1332-333er yellowgold Kette Lang 41,5 cm Breit 2 mm Gewicht 4,1 GrammA2050A-585er yellowgold Kette mit Anhänger Kette Lang 40 cm Gewicht 2,5 Gramm
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
A2564-333er yellowgoldkette Lang 45 cm Breit 1,5 mm Gewicht 3,7 Gramm ... See MoreSee Less
A63 Woman Luxury Diamond Pearl Ear Stud Earrings Fashion Jewelry Diameter 2CM Z
AAAAA 13.5MM JAPANESE KASUMI PEARL PENDANTAbsolute 3.90ctw Cubic Zirconia Round Stone Linear Drop Earrings
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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 AGNESE CREAZIONI CIONDOLO POISON CARILLON SECRET silver 925 & Topazio Azzurro · Ailoria women placcato gold redonda Topazio · Akzent 006500000040 Ladies'Pendant Stainless Steel With Pattern