In my 18 years of financial industry experience, I have always maintained the priority of putting the client first. A client-focused approach ensures that my recommended plan encompasses the client’s specific financial goals, time frame and risk tolerance.
Financial issues can be challenging to retirees when transitioning from asset accumulation to income generation. This often makes pre-retirement and retirement planning more complex and can create unique risks and opportunities. So I take the time to get to know each client’s individual situation. Then I use a holistic, collaborative approach to create a comprehensive plan that addresses the situation and helps pursue the client’s investment and retirement goals.
My services include: asset allocation, insurance, estate planning, legacy and retirement income planning. The latter include pensions, Social Security, and 401(k) rollover analysis and Required Minimum Distributions.
I received a BA in Business Administration from the University of Washington and an MBA from the University of Utah. I hold an Accredited Investment Fiduciary™ designation along with securities registrations and life/disability insurance licenses.
If you are retired or within 10 years of retirement, with investable assets of at least $250,000, feel free to contact me for a complimentary evaluation. I can be reached at (425) 635-0600, or e-mailed at mcoe@sfai.net.