As we age, we are increasingly confronted by those younger who insist on pointing out “things have changed,” and they, as part of the younger generation (which they take pride in telling us we are not), know a better way to go about planning for the future than we do. While certainly, there are new ideas out there all the time, the wisdom we have acquired through experience, hard work, and staying true to our core values brings more to the table than youth. Keep that in mind as you approach retirement. The need for safety in our savings only increases as we age, it does not diminish. Call us. We’re always here to help you stay the course.
Services
Company
Location
3560 Bridgeport Way W, Suite 1D
University Place, WA 98466
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Joshua Meyer WA Lic. #238262/Curt Chojnowski WA Lic. #222547/Executive Benefits Group WA Lic. #915203, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.