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
0.40Ct. Diamond Engagement Womens Ring Cushion Semi Mount Classic Prong Setting
6g. cathedral Engagement Ring 4Prong Classic Solitaire Setting 4.5m. Semi MountFiligree Lace Pear Diamond Engagement Halo Pave Setting Semi Mount Ring 0.20Ct.Natural Diamond Engagement Cushion Semi Mount Halo Pave Setting Ring 0.20Ct.New Unique Five-Stoned Engagment Ring 0.49-0.5 Ct. Round Cut Real White Diamonds
2 Ring Sets 7mm Cushion Cut Morganite Halo Diamonds Engagement,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 ... R080 Genuine 9ct 10K, 18K Solid gold LARGE London bluee Topaz Ring Oval Solitaire
Solid 14K pink gold 7mm Round Cut Morganite Engagement Wedding Diamond Ring Halo
Bracelet silver massif 925 1000 large maillons jaseron 10 mm luxe neuf CDEManchette en plaqué or pavé en pierres turquoises de synthèse zirconium neuf CDE
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Cushion Cupid Hearts & Arrows FAB Moissanite Loose Stone ... See MoreSee Less
Made with Swarovski Elements Grey Cultured Pearls and Clear Crystals with White
AB Rhinestone Prom Bridal Pageant Bracelet, Multiple color OptionsPlatinum Semi Mount Solitaire Setting Plain Diamond Engagement Ring
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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 0.5 CT Solitaire Engagement Diamond Ring Round SI2 F Yellow gold 18K Enhanced · 0.50 Carat G-H Diamond By Pass Solitaire Wedding Bridal Ring 14K Yellow gold · 0.55 CT Engagement Diamond Ring Princess SI2 D Yellow gold 14K Enhanced