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, MT, NY, NV, OR, PA, SC, UT, TX, WA, and WV.