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.
The Wild West of Data Theft
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.
The SECURE Act
Tax Deductions You Won't Believe