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
MILOR 14K YELLOW gold HAMMER CHARM
Mi-Moneda Moneda's Galaxie purple GAL-14-MMini Hexagon Earrings - TEALMinigold Hwaugi Korea Drama Oh Yeonseo's Ohvely Stella Earrings ELKS4037-3 14KMinuet Pink Opal gold Tone Stud Clip On Earrings
Miore 9ct 2 Colour gold women's 0.08ct Diamond Creole Earrings MM9021E
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 ... Miore Earrings Women Freshwater Pearls studs Yellow gold 9 Kt 375
Miore Earrings Women studs bluee Topaz with Brilliant Cut Diamonds Yellow gold 9
Miraculous Medal 10kt Filigree pink gold Yellow goldMiran 080271 9K White gold Letter 'X' CZ Pendant RRP 219
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
Miran 081177 9ct Yellow & White gold Jesus Medallion 1.6g RRP 169 ... See MoreSee Less
Miran 160775 9k Two-Tone Yellow & White gold Round Crucifix Pendant 0.9g RRP 115
Misis silver 925 placcato Marcasite smalto Gr. 52 (16.6) - AN03201_52MISSOMA 18k gold Plated Medium Infini Hoops Earrings
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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.
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