A confident retirement

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement®approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic needs of retirement: (1) covering essential expenses,(2) ensuring your lifestyle, (3) preparing for the unexpected and (4) leaving a legacy.

Whether you are planning for retirement of some other goal, we offer our Seasons of Advice®ongoing service process to help ensure you stay on track and continue to make informed decisions with timely, relevant updates and in coordination with your other professionals.

Seasons of Advice ® is a trademark of HCA Consulting Services, Inc.

A new address for us...same commitment to you.

Visit our new office soon.

My office is moving mid-December, 2016. Doors open to our clients Tuesday, January 3rd 2017.

New office location and contact information as of January 3, 2017 is as follows:

2275 116th Ave NE Ste 200 Bellevue WA 98004

Same phone numbers: (425) 462-7900 or toll free (800) 214-2051


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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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