Build Confidence in Your Retirement

How confident do you feel about your financial future? Take our 3-Minute Confident Retirement® check to find out, and see how your retirement confidence compares.

More...

Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance

Community Participation

We are pleased to support the following charitable organizations:

  • Seattle's Union Gospel Mission
  • Make A Wish Foundation
  • WorldVision
  • Susan G. Komen Race for the Cure

Working with us

Our teams approach focuses on the following four quarterly checkpoints:

First Quarter: Goal Tracking – We recap your short-term goals and priorities for the year, and we measure your progress toward longer term goals. Your cash flow and net worth are also updated.

Second Quarter: Investment Planning & Portfolio Review – Portfolio performance and investment recommendations are covered, as well as asset allocation strategies.

Third Quarter: Mid-Year Review - Family Security and Cash Flow – Estate planning, beneficiary review and protection planning are covered. We also review your employee benefits. Cash flow and net worth are revisited.

Fourth Quarter: Tax Planning– Year-end investment and tax strategies are discussed. We also prepare a tax planning worksheet to help you better understand what your tax situation might look like. We can work closely with you and your tax advisor to aid in this effort.

More...

Asset allocation does not assure a profit or protect against loss in declining markets.