Independence – We are not affiliated with any mutual fund company or insurer. This arrangement allows us the freedom to develop distinctive services, and to identify and offer - from a broad range of companies - the insurance and investment products we feel are best suited to your needs.
Full-service – We provide fee-based financial planning. We also offer asset management services and can meet your insurance needs. If you want, and it meets your needs, we can be your “one stop shop” for your personal financial management. We believe that for many people, combining their personal financial management in one place just makes life simpler and ongoing tracking easier.
Local – Based in Bellevue, we live and work in your community, the Pacific Northwest. Our business is built on decades’ worth of local relationships. When you need something that is beyond our capacity, we probably know someone local who can help.
Straight talk – We will tell you what you need to know, not what we think you want to hear.
Meet you where you are at – Whether you are an engineer who takes great comfort in spreadsheets and sophisticated analytical illustrations, or a person for whom “graph” is a dirty word, our job is to explain findings and recommendations in the way that works best for you. We will not use jargon to impress or confuse you.
We want to help you achieve financial independence. Our twin obsessions:
- Make sure – to the best of our ability - you don’t run out of money.
- Help you achieve the life you want to live.