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
Bering Arctic Symphony IP gold red 613-30-x0+Hope-1
Trollbeads Pulsera Start Grande con Cierre Flor Taglo-00001 BrNeon Red unisex LIFE SAVING MEDICAL ALERT SOS ID Leather Bracelet ANY MESSAGE14K Solid White gold Rolo Link Chain Bracelet ALL LENGTHS New Free ShippingBering Arctic Symphony Rosé gold Careful 613-30-x0+Soulmate
INOX 316L stainless Steel Shiny Double Spiga Chain Men's Bracelet
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 ... Multi color Predective Evil Eye Bracelet Solid Real 14K Yellow gold Great Gift
Ronaldo FORGET ME NOT gold and Pearl Bracelet
Stainless Steel Patterned Figure 8 Link Bracelet - 15mm Lobster ClawStrand Wrist Bracelet Designer Lotus Beads Tibetan Seeds Lace-up Buddhism Women
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
14K gold beads pink quartz gemstone bracelet solid gem natural small diamond new ... See MoreSee Less
Bali Designs by Robert Manse 1.04ctw Swiss bluee Topaz 2 Tone Hinged Cuff
PENTACTIV - UNIQUE BRACELET THAT COMBINES STYLISH DESIGN AND NANOTECHNOLOGYDesigner Stitched Napa Leather Quad Wrap Bracelet - For Her - 12 colors
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 0.33carat Round Genuine Diamond 10K gold Engagement Ring Ladies Solitaire H SI2 · 0.4ct Round Diamond 10K gold Engagement Ring Ladies Forever One Solitaire GH SI1 · 0.5ct Round Cut Diamond Ladies Bridal Accent Solitaire Engagement Ring 10K gold