A Firm That Knows Your Situation
Our mission is simple: to combine our knowledge, experience, and high level of ethics to provide financial and investment strategies and recommendations our clients trust. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for comprehensive recommendations, customized retirement and investment strategies, and education tailored to your questions. We are advisors that have been serving families and businesses throughout the Pacific Northwest and we take pride in knowing we have built such strong relationships in our community. Whether you have questions about investing, your retirement years or leaving a legacy to your loved ones, contact us to learn more about how we may be able to help.Contact Us
Individuals and families can benefit from working with an advisor who understands their needs and works hard on their strategies.Learn More
Our youthful perspective allows us to focus on your retirement rather than planning for our own.Learn More
We care about your retirement and investment goals. The relationships we build with our clients are our utmost priority.Learn More
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
A quick look at how federal income taxes work.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Do your insurance needs stay the same when the nest empties?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Healthy habits are one of the greatest gifts to give your child.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Are Real Estate Investment Trusts right for your portfolio?
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?