Your GPS for Navigating your Finances!

CONNECT

Address:

19020 33rd Ave W #480
Lynnwood, WA 98036

Phone:

(425) 774-9053 x 116

Fax/Other:

(425) 744-0659

Our Mission Statement

Our mission is to make a positive difference in our clients' lives by helping them achieve their individual financial objectives and develop a sound personal financial foundation.  We do this by making every effort to understand their particular concerns, hopes, and dreams.  We seek to provide appropriate investment and insurance solutions while maintaining high ethical standards. 

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.