Our Services
How will additional children impact your life? What is your plan for funding college for your children or grandchildren? Do any of your family members have special needs? How much of your income is insured against disability? What is your perfect picture of retirement? How much of your retirement account will the IRS take? How is your investment strategy working out? Are your investments being managed adequately? What is your plan for funding extended care? Who will be impacted by your death, and how? How current is your estate/legacy plan? Does your insurance program adequately cover these risks?
These are important issues and major transitions in life with the best outcomes resulting from planning ahead. Let us help you improve the probability of a more positive outcome by walking you through a collaborative planning process that is focused on your unique situation. By clicking on the key words above, you will see the services we offer in these areas of interest. If you feel these services may benefit you at this time, please complete our secure online confidential questionnaire so we can schedule a time to meet and discuss who and what is important to you at this time. Please share this invitation with others who may also benefit. After you have submitted your questionnaire, we will contact you to schedule a 60-minute complimentary consultation to determine
Upon mutual agreement, we will either continue working with you or refer you to other appropriate professionals. Your ultimate success is up to you, and is our greatest desire. We look forward to hearing from you soon! |
Contact Info
22221 NE 11th Place
Sammamish, WA 98074
Map and Directions
Phone: 425-868-7141
Fax: 866-785-4453