Independent | Fiduciary Financial Advisor
2409 Pacific Avenue SE
Olympia, WA 98501
Phone:
360-350-4747
Fax:
360-350-4744
E-mail:
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.
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.
Our Alliances
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.