1200 Old Fairhaven Pkwy.
1200 Old Fairhaven Pkwy.Suite 107Bellingham, WA 98225
Invest for retirement, 1% at a time.
1% of your salary is a small amount that could have a big impact on how much you save for retirement.
Your retirement is my business.
Whatever your ideal retirement looks like, I can help you prepare.
18 Years Worth of Days
Get financial benefits for you and your employees
Your business has unique needs, and I have the resources to support you, your business and your employees.
Encore Careers: Push Your Boundaries
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
I offer a full library of resources to help boost your retirement planning and financial knowledge.
Tax Deductions You Won't Believe
What's My Potential Estate Tax?