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
Rhodolite Garnet & Diamond Halo Engagement Ring 0.90 cttw 14K gold JP 58952
Rhodolite Garnet Milgrain Work Solitaire Engagement Ring 1.00 ct in 14K goldRound Amethyst Six Prong Women Solitaire Engagement Ring 14K gold JP 79849Round bluee Topaz Diamond Cluster Engagement Ring 14K White gold JP 113664Round London bluee Topaz Diamond Women Halo Engagement Ring 14K gold JP 54962
Round Peridot Women Solitaire Ring 14K gold JP 82045
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 ... Ruby and Diamond Three Stone Rope Ring 0.73 Carat tw in 14K gold JP 103753
Smoky Quartz & Diamond Floral Halo Engagement Ring 1.05 ct tw 14K gold JP 68385
Yellow Sapphire Solitaire Engagement Ring 0.75 ct in 14K gold JP 829701.0Ct DEF color Round Moissanite Men's 14K White gold Engagement Wedding Ring
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
1.82 tcw Princess cut DEF Real Moissanite Engagement Ring Solid 14K White gold ... See MoreSee Less
14K Yellow gold Halo Moissanite Ring 7x9mm 2Ct Carat Oval Moissanite Engagement
2.30Ct Princess DEF Sparkle Brilliant Moissanite Engagement Ring 14k White gold2.50Ct Round Gorgeous White Sparkle Moissanite Engagement Ring 14K White gold
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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.
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