1700 7th Avenue Suite 2100 Seattle, WA 98101
Phone:
206-686-3306
E-mail:
Please feel free to contact us with any questions.
You can review interesting calculators on my site.
NOT ACCEPTING NEW CLIENTS
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.
How Long Will Your Funds Last?
This calculator can help you estimate your annual federal income tax liability.
Check the background of this investment professional