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
2.30 Ct Solitaire Diamond Engagement Ring 14K White gold D VVS1 Rings Size 5 6 7
2.30Ct Oval Unique Moissanite Halo Engagement Wedding Fine Ring 14K White gold.2.31ctw 3x5mm 0.33ct 7-Stones Emerald Cut Moissanite Wedding Ring 14k White gold2.34 Ct Cushion Cut Diamond Engagement Ring Wedding Ring Real 14k White gold 5552.35 Ct Oval D VVS1 Milgrain Pave Shield Engagement Ring In 9K Solid pink gold
2.35ct tw. D-VVS1 Ex Round Diamonds 18K gold Basket 2-Stone Engagement Ring 4.9g
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 ... 2.40 Carat Round Cut Diamond Engagement Rings 14K Solid White gold Size 6 7 6.75
2.40 Ct Diamond Engagement Stylish Ring 14K White gold Beautiful Rings Size 6
2.45 Ct Real Round Cut 14K White gold Anniversary Engagement Ring2.47TCW Natural Green Emerald Diamond Engagement Ring Genuine 18K White gold
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
2.5 CT Brilliant Off White Moissanite Engagement Wedding Ring 14K White gold ... See MoreSee Less
2.50 Carat Princess Cut D VVS1 Diamond Halo Engagement Ring In 14K White gold
2.50 CT Diamond Round Cut Solid 14K White gold Halo Engagement Ring For Women's2.50 Ct Engagement Bridal Ring 14K White gold Wedding Ring All Size Available
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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 2.64 CT PRINCESS CUT ENGAGEMENT RING 14K SOLID gold · 2.70 Carat Genuine Aquamarine Real Diamond Ring 14K Solid White gold Size 5 6.5 · 2.70 CT ROUND CUT D SI1 DIAMOND SOLITAIRE ENGAGEMENT RING 14K WHITE gold