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
Bonds and Common Stock
IRA's: Traditional, Roth, SEP and Simple
Annuities: Fixed, Equity Indexed (EIA's) and Variable
Retirement Income 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
Life Insurance with Chronic Illness
Disability Income Protection Insurance for Professionals and Small Businesses
firstname.lastname@example.org | 206-478-0255