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
2.0 CARAT Emerald Gemstone Ring Solid 14K White gold Diamond Rings Size 6 7 8.25
2.00 Carat Green Emerald 10K White gold Men's Engagement Bezel Solitaire Ring2.00 Carat Round Cut Diamond Engagement Wedding Ring 14K Real Solid White gold 72.00 Crt Twisted Vine Round Cut Moissanite Engagement Ring Real 14K Solid gold2.00 Ct Asscher Cut Solitaire Diamond Engagement Ring 14K White gold Size 5 6 7
2.00 Ct Certified Moissanite Diamond Solitaire Engagement Ring 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 ... 2.00 Ct Diamond Engagement Ring 14kt White gold Diamond Ring Womens Rings
2.00 Ct Diamond Wedding Rings Solid 14K White gold Ring Size 6.5 7 7.5
2.00 Ct Pear Bridal Diamond Engagement Ring 14K Real pink gold Rings Size 6 7 82.00 Ct Princess Cut Diamond Solitaire Engagement Men's Ring In 10k White gold
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
2.00 Ct Real Diamond Engagement Ring 14K Solid White gold Rings Size 7 6.5 5.5 4 ... See MoreSee Less
2.00 CT ROUND CUT D VVS1 SOLITAIRE ENGAGEMENT RING 18K YELLOW gold
2.00 Ct Round Cut Solitaire Diamond Engagement Wedding Ring 14K Real White gold2.00 Ct Round Engagement Ring Solid 14K White gold Diamond Moissanite Stone Ring
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 2.15 Ct Natural Topaz Gemstone Ring 14K Real White gold Diamond Rings Size 5 6 7 · 2.16 CT D VVS1 Very Good Emerald Diamond White gold Classic Solitaire Ring 2.6mm · 2.20 Carat Diamond 14K Solid White gold Emerald Cut Ruby Gemstone Rings Size 5 6