Broker Check

In observance of the holidays, our offices will be closed on Friday, December 22nd, Monday, December 25th, and Monday, January 1st.  

Are you worried enough about your retirement to fix it?

You and your guests are invited to discover our retirement distribution plan while enjoying a complimentary meal at Anthony's in Richland!


Come and you may discover:

  • How much money you can spend and not run out before you die?
  • Can you create substantial tax deductions that could increase your income?
  • What can be done to protect your portfolio in the next market downturn?
  • Will your current asset allocation destroy your retirement?
  • What strategies can safeguard your money from potentially catastrophic long-term expenses?

550 Columbia Point Dr 
Richland, WA 99352

Dinner

Thursday, January 11th at 

or

Dinner

Thursday, January 25th at 6:00PM

or

Dinner

Thursday, February 8th, at 6:00PM


This event is designed for individuals and couples age 55 and above who are retired or planning for retirement. Attendees will have the opportunity to schedule a complimentary visit with a Financial Planner after the presentation. As a professional courtesy, we ask that those in the financial industry not attend. Attendees must have at least $250k in assets- separate from your residence. Attendance is subject to company approval.