Where is your office located?
We are located on the second floor of Olympia Federal Savings’ Tumwater Branch. Our office address is 303 Cleveland Ave SE, Suite 201, Tumwater, WA 98501.
What type of products & services do you provide?
We offer a variety of insurance and investment options to help individuals, small businesses and non-profits. Visit our Products & Services page for more details.
What should I bring to my complimentary consultation?
When you visit us for the first time, it is important to know your financial goals and annual income. A few items that we may eventually need are current financial statements, recent tax returns, and investment policy statements. However, these items are not necessary during your first visit.
When should I begin saving for retirement?
As early as possible! Money saved today is more valuable than money saved tomorrow due to the amazing power of compounding interest. You can use our ‘Doubling your Money‘ calculator to see how long it will take you to double your money using the Rule of 72 (a simplified way to estimate how long an investment will take to double at a fixed annual rate).
Has COVID-19 changed the way the stock market is performing?
Absolutely! The stock market sees many peaks and valleys throughout any given year. Which is why we believe in a long term approach that includes a strategy for weathering any downturns. However, it’s always good to know what types of events and economic activities influence market conditions.