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  • Contact Info:
  • 175 Parfitt Way SW #N230
  • Bainbridge Island, WA 98110
  • Office: 206.446.0157
    Fax: 206.842.8910
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WHO WE ARE

One of our primary goals is to develop a long-term, trusting relationship with you.

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WHAT WE DO

One of the things that makes us more effective as financial advisors is our independence.

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HOW WE WORK

Insights and understanding that can help you better define your financial objectives.

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Helpful Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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