Tax-smart retirement planning and investment management for folks in or near retirement, particularly PNNL employees, for a flat fee.
See how we help. View a Sample Financial Plan.>>
Our specialty is working with women and men within a year or two of retiring, especially folks from Pacific Northwest National Laboratory (PNNL).
For our clients, the way we operate is more transparent, more affordable and much deeper in scope than other advisory firms.
Clients find value in bringing their retirement and tax planning, investment management and fiduciary financial advice under the care of a trusted financial advisor so they can focus on what matters most...
Our specialty is working with women and men within a year or two of retiring from Pacific Northwest National Laboratory (PNNL).
Our clients find tremendous value in bringing their retirement and tax planning, investment management and fiduciary advice under one roof so they can focus on what matters most...
See how we help. View sample financial plan. >>
Let’s do this! How does this work?
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.
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.
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.
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.
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.
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.
Click the button to learn more.
Flat Fee Fiduciary Financial Planner & Investment Financial Advisor in the Tri-Cities,
Pasco, Kennewick and Richland, Washington. Serving clients in person and virtually.