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Financial Planning for State Employees throughout the Pacific Northwest since 2000.

Financial Planning for State Employees throughout the Pacific Northwest since 2000.

Our clients come to us for customized guidance through the financial planning maze.  Over the past two decades, we have specialized in financial planning for state, county, and city employees.  Our experience in state pension and benefit programs provides unique insights we use in our planning process.  

Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.


Where do you want your financial roadmap to take you?

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

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