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Prepare
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We provide clients with a clear understanding of their investments and the milestones ahead. The crucial part to retirement planning is income. We review the various income streams and show you the benefits of taking income at different times. For individuals who are looking for financial coaching we provide customizable solutions. If you are interested in our services review our Fee Agreement or Discretionary Management Agreement
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Average savings rates are .09% and Money Markets at .20%.
I encourage my clients to check out online banks like CIT. These banks provide a higher APR than the traditional brick and mortar buildings and have excellent customer service. If you are not sure if this is right for you please send me a text and I would be happy to answer your questions. |
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Company Sponsored Lunch & Learn |
KJ started in this industry providing educational classes at Washington colleges. Now she has held classes across the country for companies who are looking to help their employees with personal development. This three part, in office, class series reviewing Investing and Protecting, Investments Styles and Risk Profiles, and One on One review sessions give employees the 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 |
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