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
2.20 Ct Pear Cut Diamond Vintage Engagement Ring Solid 14K White gold All Size
2.20 Ct Round Solitaire Diamond Anniversary Ring 14K Solid White gold Size 62.20Ct Cushion-Cut Moissanite Trio Set Gorgeous Engagement Ring 10K Yellow gold2.20Ct Oval-Cut Real Moissanite Solitaire Engagement Ring 10K Yellow gold2.20ct tw D-VVS1 VG Round Diamonds 18k gold Classic Cathedral 3-Stone Ring 2.2mm
2.22 Carat Natural Diamond 14K White gold bluee Topaz Princess Cut Gemstone Rings
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 ... 2.25 CT Diamond Round Cut 14K White gold Three Stone Engagement Wedding Ring
2.25 Ct Princess Cut Solitaire Engagement Wedding Promise Ring Real 950 Platinum
2.25CT Brilliant Round Cut Moissanite Antique Engagement Ring 10K White gold2.25CT Round Moissanite Diamond Halo Engagement Ring Hallmarked 14K White gold
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
2.27 Ct Ruby & Natural Diamond 14K Yellow gold Engagement Ring 6 7 8 9 10 11 ... See MoreSee Less
2.2Ct Round Gorgeous Moissanite Halo Engagement Ring 10K Real White gold
2.30 Ct Round Cut Engagement Ring In 14k Solid White gold Two Row Shank 8mm CZ2.30Ct Moissanite Womens Engagement Rings 14K White gold Wedding Ring Size 7 6 5
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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 2.50Ct Delicate Round-Cut Real Moissanite Art Deco Engagement Ring 14K pink gold · 2.50ct Oval Shape Diamond 14k pink gold Halo Engagement Ring for Women's · 2.50ct Round Cut Diamond 14k White gold Solitaire Engagement Ring For Women's