14528 SE 216th Street
14528 SE 216th StreetKent, WA 98042
Your retirement is my business.
Whatever your ideal retirement looks like, I can help you prepare.
Get financial benefits for you and your employees
Your business has unique needs, and I have the resources to support you, your business and your employees.
Preparing For the Ultimate Vacation
18 Years Worth of Days
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
I offer a full library of resources to help boost your retirement planning and financial knowledge.
Split Annuity Strategy
How to Make the Tax Code Work for You
Succeeding at Business Succession