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
0.5 Carat G-H Diamond Octagon Milgraining Design Solitaire Ring 14K pink gold
0.5 Carat Green Diamond Square Halo Engagement Fancy Bridal Ring 14K pink gold0.5 Carat Green Diamond Two Stone Fancy Ribbon Solitaire Ring 14K White gold0.5 Carat Red Diamond 2 Two Stone By Pass Eternity Promise Ring 14K Yellow gold0.5 Carat Red Diamond 2 Two Stone Fancy Solitaire Promise Ring 14K Yellow gold
0.5 Carat Yellow & G-H Diamond Fancy 3 Stone Wedding Bridal Ring 14K Yellow 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 ... 0.5 Ct bluee Diamond Forever Us Two 2 Stone Fancy Solitaire Ring 14K White gold
0.5 Ct Diamond Forever Us Two 2 Stone Fancy Eternity Vintage Ring 14K White gold
0.5 Ct Red Diamond 2 Stone Infinity Designer Solitaire Ring 14K White pink gold0.5 CT White gold 14K Enhanced Diamond Ring VS1 E Round Cut Engagement Ring
2 weeks ago
“What I wanted was to matter, but I just didn’t know how.” - Aaron S. Nieto
0.50 Carat bluee Diamond Beautiful Halo Basket Engagement Ring 14K White gold ... See MoreSee Less
0.55 Carat G-H & Green Diamond 3 Stone Engagement Wedding Ring 14K White gold
0.64 Ct D SI2 Diamond Engagement Ring 14K Yellow gold Round Elegant Promise0.7 Ct E SI2 Diamond Engagement Ring 14K Yellow gold 4 Prongs Twist Round
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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 1 Carat D VS2 Enhanced Halo Diamond Engagement Ring Set Round Cut 14K White gold · 1 Carat Green Diamond Credver Infinity Wedding Bridal Ring 14K pink gold · 1 Carat Red Diamond 2 Two Stone Fancy Solitaire Wedding Ring 14K pink gold