Connect With KJ

During our first meeting we take time to understand your financial and investment goals, as well as, diving into your financial habits.

After a financial analysis, we can compare your goals and help create a plan to get you there.​
Education
Company Sponsored Events​
We provide a three part, in-office series that covers Investing and Protecting Assets, Investment Styles and Risk Profiles, and a 30-minute personalized session.
Group Classes
Comprehending your investments is no small feat. We offer individualized classes for people looking to take control of their retirement.

Preparation

Create Your Budget

Prepare your budget using our complimentary worksheet.

Review Legal and Tax Documents

Discuss important legal and tax documents.

​Evaluate Your Investments

Compile your existing investments by completing our Investment Analysis worksheet.

Protection

Nothing seems worse than saving your entire career only to lose all your money to medical expenses. We help you avoid these costly and time consuming mistakes with insurance products.

Get In Touch With Us
Financial services are offered through Family Retirement LLC, a registered investment adviser in the States of Washington, California, and Texas (IARD #290423). Registration as an investment adviser does not imply a certain level of skill or training. Family Retirement LLC may only transact business in states where it is appropriately registered or exempted from registration. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute an offer to provide investment advisory services to any person in any jurisdiction where such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. Personalized investment advice or transaction services will not be provided without compliance with applicable registration or exemption requirements.

As a fiduciary under applicable federal and state securities laws, including ERISA and the Internal Revenue Code for retirement investors, Family Retirement LLC acts in clients' best interests. Neither the firm nor its representatives provide tax, legal, or accounting advice; please consult qualified professionals for such guidance before making financial decisions.

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425-610-9226
 1700 Westlake Avenue North
Suite 200 PMB 0601
Seattle, WA 98109

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