We are a 100% locally owned, independent financial firm located in South Seattle that can help guide you through both the Wall Street and insurance world. We specialize in retirement income planning and wealth management, providing financial guidance and serving retirees as well as those nearing retirement.
It is our goal to help grow, protect, and preserve wealth, and – when the time comes, assist you in planning for the distribution of your assets in the most tax efficient way – both while living and at your death.
Our choice clients are those individuals that appreciate transparency, personalized service and support, and financial professionals who continually operate with the client’s best interests at heart. We believe our clients value the conservative financial strategies we offer which are guided by our old fashioned values of doing what’s best for them.
To learn more about our company, our services and what we might be able to do for you, please give us a call at 206-420-8520.