Phone: (253) 848-2840

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  • The Journey

    “If you don’t know exactly where you’re going, how will you know when you get there?” 

     

    Steve Maraboli, Life, the Truth, and Being Free

     

  • Integrity

    "The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively."

     

    Bob Marley 

  • Team Work

    "Teamwork divides a task and multiplies the success."

     

    Author Unknown

  • Imagine

    "Life is art.
    Life is beautiful.
    Life is love.
    Life is all you can…
    Imagine."

     

    Author Unknown

  • Quality of Life

    "The greatest day in your life and mine is when we take responsibility for our attitudes. That’s the day we truly grow up."

     

    John C. Maxwell

For Individuals

Service. It’s what differentiates us from the group down the street. The confidence that our clients place in us is something we take very seriously. We consider it a privilege to provide a broad range of services to meet our clients varying needs. We understand that your goals and dreams can’t be reached with a cookie-cutter approach. Our services are uniquely tailored to address your specific concerns.

  • Independent, Objective Portfolio Analysis
  • Asset Allocation Review
  • Long Term Care Cost Benefit Analysis
  • Estate Tax Reduction & Financial Legacy Review
  • Beneficiary Review
  • Asset-Cycle Portfolio System® Retirement Income Roadmap
  • Income Tax Reduction Analysis
  • Social Security Maximization Analysis
  • Pension Maximization Analysis
  • Income Replacement Needs Assessment
  • Multi-Generational Qualified Disbursement Review
  • Roth IRA Conversion Report & Analysis
  • In-Force Life Insurance Audit

Your specific circumstances will determine the potential need for the services listed above, as well as the possibility for additional planning solutions.

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