Company Sponsored 
​Lunch & Learn

We got our start by offering educational classes at Washington state colleges. Since, we’ve held classes across the country for companies looking to aid their employees with personal financial development. The three part in-office series explores Investing and Protecting, Investments Styles and Risk Profiles, and includes One on One review sessions to equip individuals with tools to evaluate their personal finance goals. 

"There are various parts to employer benefits, I want to make sure your employees are not overwhelmed." ​
KJ Dykema MRFC®

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New Client Preparation

​Our aim is to provide clients with a clear understanding of their investments and the milestones ahead. The most crucial part of retirement planning is income. We review the various income streams to demonstrate the taxation benefits of withdrawing from your accounts at different periods in your life. Customizable solutions are also available to individuals who are looking for financial coaching. If you are interested in our services, review our Fee Agreement and/or Discretionary Management Agreement.

 Considering a Savings Account?

Average Savings Account rates are 0.09% and Money Markets Accounts are 0.20%. 

We encourage clients to check out online banks like CIT. These banks provide a higher APR than traditional brick and mortar buildings while maintaining excellent customer service. 

Not sure if a High Yield Savings Account is right for you? Send us a text and we'd be happy to answer your questions! 

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Contact us with your questions

425-610-9226