Balancing your goals

Retirement, helping children or grandchildren with their education, caregiving, improving a home or enjoying travel and leisure pursuits: most of us have multiple financial goals. Deciding what to handle, when and how can be complex. Working together, we can prioritize your needs and develop strategies to help you meet those goals.

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Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Charitable Giving
  • Investments
  • Domestic Partner Planning
  • Family Finances
  • Saving for Education
  • Intergenerational Planning
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

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Community Participation

Community participation is extremely important to our firm, especially in terms of hands on support of the local community. As a team, we participate in the KING 5 and Northwest Harvest Home Team Harvest - an annual event that raises food and money to feed the hungy in the Seattle area. Additionally, our CEO, Erin Scannell is part of the Big Brother, Big Sisters organization and has been with the same "little brother" for 8 years. He also regularly does financial workshops at local underpriviledged high schools.


Our Photos(4 photo albums)

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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Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

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