September 26, 2023
Recorded September 6, 2023 as part of our Client Education Series: You know the legislation's name. You have heard about it in the news. But do you understand how the SECURE 2.0 Act will affect you? Skip reading the pages and...
May 30, 2023
Recorded on May 18, 2023 as part of our Client Education Series: Who should watch the recording? If you are currently drawing Social Security, or are planning to start drawing soon. Or, perhaps you are interested in how...
April 10, 2023
We are excited to announce Paul's rankings in Barron's and Forbes this year! He maintained his #11 spot in Washington State in Barron's Top 1200 Financial Advisors across America, ranked as #173 of America's Top...
