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
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.