Who We Serve

When clients first visit, they often have questions about what we do as their advisor and who else we helped that may have the same financial challenges and opportunities.

We know people may feel unsure about some of their past financial decisions and how those consequences will affect their future. While we will look back on those, most important, we will look forward.

We have been fortunate to work with teachers in the Puget Sound area. We have helped them develop their savings plan and later transition to retirement.

We have clients from the Tech and Aerospace industries and have a strong understanding of their savings options as well as the retirement benefits when they are ready to leave the workforce.

We are with our clients as they save for retirement and celebrate when they are ready to reshape their future for the next phase of their lives.

We have helped couples who thought their goals were aligned only to learn they had different philosophies on the best route to reach their dreams. 

We have helped clients when their spouse passed away and they need to transition to their “new life.”

We are here when you are ready to talk about your specific situation and how we can help you develop and implement your personalized, customized plan.