Our clients come to us when they:

✔ Need clarity on how their TRS or PERS retirement benefits and savings options work

✔ Want to make sure they are on the right track to retire on time
✔ Need help with their Plan 3 or DCP Investments
✔ Need help planning for an early retirement
✔ Need help reducing their tax bill in retirement
✔ Want someone who understands their unique situation to manage their investments
✔ Feel their current advisor isn’t providing them with the value and service they deserve

Our clients are tired of putting all of their energy into:

❌ Worrying what will happen to their retirement when (not if) the market crashes
❌ Trying to keep track of what the stock market or economy is doing and how it will affect them
❌ Keeping track of all the annual WA DRS, Social Security and IRS tax law changes

❌ Attempting to manage their own investments within TRS 3, PERS 3 & DCP
❌ Trying to find a credible advisor they can trust that actually knows about their unique state benefits
❌ Hoping they aren’t overpaying the IRS each year

After developing and implementing strategies that are specifically tailored to our clients, they’re frequently able to:

? Actually enjoy their free time

? Retire Early

? Travel More
? Spend more time with their families
? Feel confident in their financial situation
? Have peace of mind knowing their retirement income is secure
? Have more control over their taxes

How can we come alongside you and help you gain financial clarity?

Due to the busy nature or your work you don’t have much time or energy left at the end of the day to put into learning how your retirement works, managing your investments or implementing tax planning strategies.

That’s where we come into play.

We are here to help you navigate the confusing financial world so you can have the retirement that you want without spending any more time stressing, guessing and hoping you are making the right decisions for your financial future.

If you’re ready to start planning and take control of your situation then click below to schedule a retirement strategy session