It’s your future: Bring your financial picture into focus.
Fiduciary
I have an ethical duty to act in your best interest. My role as fiduciary is to always give prudent and careful advice in regard to your assets and investments.
Personal Touch
Relationships are the key to our success. I go out of my way to understand your ideal lifestyle to tailor your financial plan. We personalize your financial plan based on what's meaningful to you.
Experience Matters
I have nearly three decades in finance. I’ve experienced many market cycles. I help my clients, from the one’s just starting out up to those starting retirement, to navigate choppy waters and continue to make sound decisions.
Personal Testimonials:
Michael Smith
Michael Smith
Sarah Albert
Experienced advisor, providing Independent Advice, with your Trust at the center of what we do.
What We Do
Financial Planning
See the “big picture” of your financial plan, and let us help you put all the pieces together that bring it into focus.
Retirement
We’ll design a financial target for asset growth and income planning, and then take you step by step to hit your retirement goals
Lifestyle
Go beyond just meeting your financial needs. Whether it’s travel, outdoor adventure, time with family, or personal development, let us help you visualize the ways that you can experience your desired life.
Investing
We customize your investment to you. That means we get to know your comfort level, your time horizon, and your overall objectives. As an independent advisory, we can choose from a myriad of investment products and strategies that will best meet these objectives.
College Funding
We have access to every 529 plan available to the Washington GET, to every other state sponsored plan. Let us help you create a focused plan for your child’s education.
Estate Planning
This subject often gets placed on the ‘back burner’ of a financial plan. We can help you prioritize this planning by providing solutions for asset protection, reviewing beneficiary designations, and collaborating with an attorney regarding the creation of a will or trust for addressing issues of probate.
Insurance
Not only do we help build your assets, but we also focus on the ways you should protect those assets. We’ll educate you on life insurance, long-term care, and other tools that can help protect you and your family.
Tax efficient management
We pride ourselves on helping you invest with tax efficiency in mind. We will collaborate with your CPA to best utilize qualified retirement accounts, discover tax deductions, and minimize potential capital gains taxes.
Meet the Team
Sarah Musk
Laura Harris
Tesa Banks
