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
3.0ct Heart Cut DEF colorless Moissanite Halo Engagement Ring 14k White gold
3.9Ct 8x10 Oval Cut Moissanite DEF color Gorgeous Engagement Ring14K White gold3Ct 9mm Asscher Forever Brilliant DEF Moissanite Engagement Ring 14K White gold3Ct 9mm Moissanite Round DEF color Gorgeous Engagement Ring Round 14K White gold3Ct Asscher Moissanite Tests Positive Grown Diamond White gold Engagement Ring
4.0Ct 10x8mm VVS1 Gorgeous Emerald Moissanite 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 ... 5.00CT 11mm Round Classic DEF White Moissanite Engagement Ring 14K White gold
5Ctw Three DEF Forever Cushion Moissanite Unique Engagement Ring 14K White gold
6x8mm Oval Cut 14k gold Natural Diamond Engagement Semi Mount Ring Prong Weddinggold Hand Chain Solid 18k Hand Harness Bracelet Fashionable
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Semi Mount 1.40 MM Round Shape Ring F s Setting pink gold Natural Gift Jewelry ... See MoreSee Less
Semi Mount 2.50 MM Awesome Ring Round Shape pink gold Exotic Genuine Jewelry
Semi Mount Cushion Shape 6.00 MM Ring Exotic pink gold Stunning Jewelry For LadySemi Mount Octagon Shape 7x9 MM Ring Exotic Yellow gold Occasion Natural Jewelry
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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 18K Yellow gold Ring Setting Semi Mount Taper Diamond Solitaire Engagement · .90 CT ROUND CUT GREEN DIAMOND ENGAGEMENT WEDDING PAVE RING IN 14K WHITE gold · 0.25 Carat Green Diamond Two Stone By Pass Basket Setting Ring 14K White gold