Broker Check


How We Work

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, cash flow planning as well as other issues that are critical to your financial well being.

We offer personalized, hands-on financial planning services in Seattle, WA.


Wealth Management and Brokerage Accounts

Unit Investment Trusts (UIT's) 

Treasury Bills and Government Securities

Treasury Notes

Bonds and Common Stock

IRA's: Traditional, Roth, SEP and Simple

Annuities: Fixed, Equity Indexed (EIA's) and Variable 

Financial Planning

Financial Plans

Retirement Income Plans

Estate Plans

Tax Plans

401(k) Planning and Profit Sharing Plans

College Saving Plans


Life Insurance - Business, Estate and Families 

1035 Exchange Life Insurance

Life Insurance Policy Audit and Reviews

Long-Term-Care Insurance

Life Insurance with Chronic Illness 

Disability Income Protection Insurance for Professionals and Small Businesses

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  206-478-0255