Broker Check

TOLL FREE: (800) 497-0763

LOCAL: (360) 695-0981

15597 SOUTHEAST MILL PLAIN BLVD.

VANCOUVER, WA 98684

Menu of Services


Financial Planning

  • Net worth statements, cash flow and debt analysis, insurance evaluation, tax minimization strategies, investment review, asset allocation plans, estate planning strategies

Cash Management

  • Checking
  • Automatic Deposit
  • Systematic Withdrawals

Investment Vehicles

  • Stocks, bonds, mutual funds, exchange-traded funds, CD’s, fixed annuities, variable annuities
  • Alternative Investments (limited to qualified investors): Managed futures, real estate investment trusts (REITs)

Insurance

  • Life
  • Long-Term Care
  • Disability

Non-Qualified Investments

  • Trust, Individual, Joint, Transfer of Death (TOD), and Joint TOD's

Business Investments

  • Corporation, Sole Proprietor, Partnership, Non Profit 501c, and Limited Liability Plans

Qualified Investments

  • Retirement Plans: IRA’s, Roth's, SEP's, SIMPLE's, 403(b)s, 401(k)s, Profit Sharing, Money Purchase and Defined Benefit Plans

Education Investments

  • 529 Plans, Coverdell Savings Account UTMA's