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
1 CARAT T.W. DIAMOND LADIES RING, PRINCESS, BAGUETTE & ROUND DIAMONDS, 10K gold
1 Ct Asscher Cut Moissanite&bluee Sapphire 14k White gold Antique Engagement Ring1 CT Brilliant Enhanced Diamond Engagement Ring Round Cut F SI1 14K White gold1 CT Certified Diamond Enhanced Engagement Ring Round Cut F SI1 14K White gold1 CT Certified Round Cut F SI1 Diamond Enhanced Engagement Ring 14K Yellow gold
1 CT Cushion Cut Enhanced Diamond Engagement Ring E VS2 14K 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 ... 1 CT D SI1 Solitaire Enhanced Diamond Engagement Ring Round Cut Yellow gold 14K
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2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
1 CT Diamond Engagement Ring Enhanced Round F SI2 14K White gold Size Selectable ... See MoreSee Less
1 CT Diamond Engagement Ring Round Cut D SI 14K White gold Enhanced
1 CT Diamond Enhanced Engagement Ring Round F SI 14K Yellow gold SALE ALL ITEMS 1 Ct Emerald Cut Near White Moissanite Solitaire Engagement Ring, 14k White gold
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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.
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