Turning Annuity Experts into Annuity Geniuses!

Help clients manage, grow and protect their personal wealth. How? First, we set the objectives, based on each client’s unique financial situation and realistic goals. Next, we develop a comprehensive financial plan, one that seeks to achieve those objectives without taking on more risk (or different kinds of risk) than our clients can tolerate. Then we implement the plan and continue to periodically review the progress and overall performance. We make adjustments to the plan, in… Show more Help clients manage, grow and protect their personal wealth. How? First, we set the objectives, based on each client’s unique financial situation and realistic goals. Next, we develop a comprehensive financial plan, one that seeks to achieve those objectives without taking on more risk (or different kinds of risk) than our clients can tolerate. Then we implement the plan and continue to periodically review the progress and overall performance. We make adjustments to the plan, in response to changes in our client’s needs, goals or overall strategy. My ultimate goal is to help our clients live comfortably and confidently during their retirement years. Show less

WM Financial Services was the bank/brokerage subsidiary of Washington Mutual Bank. Provided investment advice and solutions to clients, based on their needs and objectives. Named multiple times to firm's top advisor council.