Washington State Legislative Building at sunset

Independent | Fiduciary Financial Advisor

2409 Pacific Avenue SE
Olympia, WA 98501

Phone:

360-350-4747

Fax:

360-350-4744

E-mail:

office@kj-wm.com

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

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Comprehensive Wealth Management

Planning

Our dynamic approach is based around your goals, dreams and family mission. Our process is thorough, comprehensive and built for you.

Retirement

A distinctive approach, backed by our experienced qualifications.

Estate

We weave highly skilled estate and wealth transfer consulting directly into your unique plan.

Retirement

A customized retirement income strategy.

Flatiron Building facade in New York City

As a fiduciary, we provide independent, unbiased advice.

Integrity is a core value. Being independent and a fiduciary is the highest ethical standard in our industry. Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.

Why Us

Our Alliances

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Newsletters

HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Two Tax-Friendly Retirement Plans for the Self-Employed

Describes retirement plan options that help self-employed workers save on taxes.

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Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators