Investment Management

Using Nitrogen® software, we determine your risk tolerance, assigning a specific risk number and aligning with your preferred style. Reach out to request a complimentary Investment Workbook - it's like a FREE personalized roadmap on your financial path. 

Life Insurance

There are various types of insurance, each serving specific purposes for your future needs. As an independent insurance agent, my quotes include commission disclosures to uphold my fiduciary standards. Collaborating with numerous carriers allows me to offer you the optimal choices available.

Retirement Planning

​From the moment you enroll in your first 401(k), you've made the decision to begin planning for retirement. We develop personalized strategies tailored to your current spending habits, debt situation, and financial objectives. Reach out to start your journey with our complimentary Budget  Workbook.

Estate Planning

Ensuring you possess the three crucial documents—Will, Durable Power of Attorney, and Directive to Physicians—may not entirely eliminate the probate process. We thoroughly examine the transfer of ownership on your accounts, potential tax liabilities, and engage in discussions with the executors of your estate to gain a comprehensive understanding of the necessary steps to take when the time comes.

Consulting Services

For instances when you prefer a do-it-yourself approach but require coaching or guidance from a professional, we are here to assist you. We provide a variety of hourly consulting services tailored to your specific needs.

Connect With KJ

During our initial meeting, I take the time to understand your financial and investment goals, with a focus on your financial habits. Following a financial analysis, we can compare your goals and collaborate to create a plan that will guide you toward achieving them.​
​Take a quick moment to sign-up for our newsletters. We provide guidance on recent investment news topics, how it may impact you, and actions you can take to start preparing for your future.
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.

​
Privacy Policy | ADV Part2A
425-610-9226
 1700 Westlake Avenue North
Suite 200 PMB 0601
Seattle, WA 98109

Copyright © 2025
​