Gig Harbor, Washington         (253) 358-7966

CONNECT

Address:

3226 Rosedale St, Suite 200
Gig Harbor, WA 98335

Phone:

Gig Harbor 253-358-7966 Toll Free 855-821-9318

Fax/Other:

253-358-3995

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • What Is Investment Risk?

    What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

  • Behavioral Finance

    Behavioral Finance

    Reacting emotionally may hinder your investment results.

  • The Value of a Bond

    The Value of a Bond

    How interest rate changes influence bond prices.

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.

  • What Is An Annuity?

    What Is An Annuity?

    Immediate or deferred annuity: there's no right answer.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals