FAMILY RETIREMENT
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YOUR JOURNEY,
YOUR TERMS

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Investment Management
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Life Insurance
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Retirement Planning
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Estate Planning
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Consulting Services
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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. 

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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.

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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.

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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.

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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.
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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.​
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Financial Services are offered through Family Retirement LLC, a registered investment advisor. Family Retirement LLC is a registered investment advisor in the State of Washington. Family Retirement LLC may not transact business in states where we are not appropriately registered, excluded, or exempted from registration. Individual responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 

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


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  • HOME
  • SERVICES
  • ABOUT US
  • RESOURCES
    • INSIGHTS
    • VIDEO LIBRARY
    • FEATURED MEDIA
  • CONTACT