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 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. 

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

Copyright © 2023
​