Taxes May Be Your Biggest Expense in Retirement.

We aim to lower your total lifetime taxes through tax-smart retirement and investment planning.

See how we help. View a Sample Financial Plan.>>

We're experts in helping people who are close to or already in retirement.

And we are dedicated to helping you embark on the most rewarding chapter of your life.

You've spent decades working hard and saving diligently. Now, it's time to let those savings fuel your dreams and passions. But how can you make this transition with confidence and peace of mind?

Our clients discover unparalleled value in unifying their retirement, income, and tax planning, investment management, and fiduciary advice under the care of a trusted financial advisor. This approach empowers you to focus on what truly matters, ensuring your retirement years are everything you've dreamed of and more.

Living

View Sample Action Plan

We're experts in helping people who are close to or already in retirement.

You've spent decades working hard and saving diligently. Now, it's time to let those savings fuel your dreams and passions. But how can you make this transition with confidence and peace of mind?

Our clients discover unparalleled value in unifying their retirement, income, and tax planning, investment management, and fiduciary advice under the care of a trusted financial advisor. This approach empowers you to focus on what truly matters, ensuring your retirement years are everything you've dreamed of and more.

See how we help. View sample financial plan. >>

Let’s do this! How does this work?

Step 1

Schedule a free, 30-minute phone call using the button at the top. I'll listen to your story. If I think I can help, we’ll schedule a second meeting and go into more detail. If we aren’t a good fit, I will introduce you to a firm that is better suited to your needs.

Step 2

After we have discussed the planning process, our expectations and specific recommendations to you, I'll offer my solution and the fee to work together. At the end of this meeting I'll will ask if you would like to begin working with our firm or if you would like to sleep on it. If it is yes, on to Step 3.

Step 3

We set 3 initial meetings. We talk, a lot, about you, discover goals, hopes and deams. I collect a lot of information so I can understand where you are today. We'll create a priority action plan bringing it all together. We work on completing items throughout the year so that you can achieve what is important to you.

Don't think. Just click.

There has never been a better time to start with a fiduciary financial advisor.

Ready to take action? Click here to get started.

Take the first step. Schedule a free 30-min discovery call with a financial advisor.

Comprehensive Retirement Planning & Fiduciary Advice

Retirement might be on your radar, or maybe it’s more about being able to better care for yourself or loved ones. We create a plan so that you can feel heard, crush fear, and have 100% confidence in your financial decisions, now and in the future.

Investment Management

Save, invest and build wealth to fund your life and the things that are most important to you. We use world class institutional custodians and money managers, cutting-edge technology to manage and view your investments, and create a customized investment program specific to you.

Tax Prep and Planning

Taxes, now and in the future, will impact how much money you will have in retirement. RMDs, QCDs, DAF, mega backdoor Roth, W-2, pre or post tax, 401k or IRA, Safe Harbor, bunching...could just as well be Swahili. Having a tax smart financial team on your side will increase your chance of success.

Why Avea?

Through the power of a strong, on-going relationship, I help retiring PNNL employees make smart choices as they transition to retirement, build and maintain generational wealth, achieve what's important and live life on their own terms.