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Guiding School District Employees of Western Washington through the Retirement Income Challenge

Designing Strategies to turn your State Pension, Social Security, and Retirement Nest Egg into a unique income strategy to last a lifetime. 

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ADVANCED TIME SEGMENTATION® (ATS)

Protect against the 3 major risks that retirees face: Longevity Risk, Market Volatility, and Spending Shocks 

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Let us help you solve the retirement income challenge. 

Let us help you solve the retirement income challenge. 

Personalized Financial Solutions that provide clarity and confidence over how you can optimise your money and support your lifestyle, throughout the rest of your lives.

Advisors

Emmy Bahr, CSSCS, CRC®

Emmy Bahr, CSSCS, CRC®

Co-Founder & Financial Advisor

(206) 649-7236

Patrick Rossi, RICP®, CSSCS, CRC®

Patrick Rossi, RICP®, CSSCS, CRC®

Co-Founder & Financial Advisor

206-649-7237

Administration

Alek Robertson

Alek Robertson

Senior Client Services Associate

206-204-3066

206-844-0239

Natalie Campbell

Natalie Campbell

Client Services Representative

(206) 204-3072

(206) 649-7241

Branch and Home Office Support

Robert Van Allen, CIMA®, CAIA®

Robert Van Allen, CIMA®, CAIA®

Branch Manager

(206) 204-3072

It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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