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
Real 10k White gold Bridal Engagement Wedding Ring Set 3.80 Ct Round Diamond
REAL 10K YELLOW AND pink gold RHODIUM OUR LADY OF GUADALUPE PENDANT 1.4 GRAMS Real 10K Yellow gold Diamond Cut Texture Mini Angel Wing Pendant Charm 1.70 Real 10k Yellow gold Religious Diamond Cut Cross Pendant Charm 24' Figaro ChainReal 10k Yellow gold Singapore Chain with Two Tone Crucifix Pendant Charm
Real 10k Yellow White pink gold Virgin Mary Our Lady of Guadalupe Charm Pendant
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 ... Real 14K White gold 1.15 Ct Diamond Wedding Trio Bridal Engagement Ring Set
Real 14K White gold Religious Regina Sine Virgin Mary 1830 Medal Charm Pendant
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2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Real 375 9ct gold & Clear CZ Crystal Starfish Drop Dangle Earrings Summer ... See MoreSee Less
Real Amber Pendant 10,30 Size Amber 2 3 16x1 1 8in Hsl 5
Real Genuine Handmade Grade A green Jadeite Jade Fine Gourd Carving pendantReal Pure 24K Yellow gold & Hetian Jade Pendant Peach gold Fish For Women New
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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 Religioso Dije de La Virgen de Guadalupe en gold de Dos Tonos 14 Kilates Solido · RELIGIOUS CROSS PENDANT CHARM WITH DIAMOND CUT DESIGN (14 kt. yellow gold) · Renato Fellini Collana, Titanio, women