Services

We offer a variety of investment management, financial planning, and retirement plan services through our association with Commonwealth Financial Network®- our broker/dealer and Registered Investment Adviser. 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, FL, HI, ID, MI, MT, NY, NV, OH, OR, PA, SC, UT, TX, WA, and WV.