Our Services

We offer a variety of investment management, financial planning, and retirement plan services. Our personalized planning process is available to both families and businesses. Based upon information obtained during the initial consultation, your plan may include:

* Retirement Planning

* Portfolio Asset Allocation Design

* 401(k) Rollover Strategies

* College Funding for your children or grandchildren

* IRA Distribution Planning

* Income Tax Reduction Strategies

* Review of your Life, Disability, and Long Term Care Insurance Policies

* Company Retirement Programs such as 401(k), Profit Sharing, and SIMPLE IRA's

* Business Continuation Strategies in the event of Death, Disability, or Retirement.

 

We are licensed to sell Insurance Products in the following states: WA & OR

We are registered to sell Securities in the following states: AK, AZ, CA, CO, FL, HI, ID, MT, OR, SC, UT, and WA.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.