Retirees and those getting ready for retirement
We specialize in retirement preparation and providing lasting relationships with those in retirement. This includes planning and strategies, portfolio management and organization, account structure and titling, legacy and generational wealth planning.
Life is busy, and sometimes it's easy to put off important decisions. Working closely with those seeking a knowledgeable and experienced advisor, we partner as an advocate on financial direction, investment strategies and wealth planning. We specifically align with those who are looking for a comprehensive and personalized approach, and always with our clients’ best interests at the forefront.
Our clients come from a myriad of industries: technology, healthcare, education, real estate; public sector employment from local to federal agencies; and entrepreneurs with their own businesses. Companies include, but are certainly not limited to Amazon, Microsoft, Blue Origin, the University of Washington, Kaiser, T-Mobile and Boeing.
Those seeking a financial advocate and trusted advisor
Many value an experienced and trusted advisor to guide them through financial choices. We offer personalized service and are dedicated to helping people achieve their goals. Through ongoing communication, we stay attuned to the lives of our clients. We provide an understanding of each situation, help to navigate choices and offer sound recommendations based upon the clients’ best interests.
Our educational and caring approach lends well to those in transition. We methodically share the pros and cons of choices, so people experiencing change can be comfortable in their planning.