Our Process

We help people of all ages, specializing in retirement planning and investment management, using a proven, six-step, process.

  • Identify Your Objectives

    We start by understanding your current financial situation, objectives and needs. 

  • Determine Your Tolerance for Volatility

    Our objective is to achieve the best returns for you with minimum volatility.

  • Formulate the Best Strategy for You to Reach Your Goals

    After understanding your financial picture, we develop a personalized financial plan and investment portfolio.

  • Select and Manage Your Investments

    We work to minimize investment expenses and other charges that can reduce your returns.

  • Monitor and Update Your Investments

    Your portfolio is continually monitored and investments are efficiently upgraded.

  • Work Closely with You

    Your calls are returned the same day, if possible.  You can reach us daily by phone (425-898-8989) or email at [email protected]

“We want you to have financial security, not just securities.”

Contact Us

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