About

With 37 years of experience working with retirees and pre-retirees, Janet specializes in complete, holistic retirement plans. Janet understands that today’s markets can be turbulent and puts an extra emphasis on ensuring returns outpace inflation, which guarantees income for life. Janet understands Health Care and its significant risk and cost to many retirees. Therefore, Medicare and Long-term Care issues are addressed with unique and sometimes uncommon solutions. Taxes are also a unique consideration, as well as their relation to income and assets.

She has guided thousands of families thru the process of retirement and asset transference. In the advisor world she is unique, as she understands that every person has their own specific needs, goals and desires for their retirement plan. That’s why she creates plans that are specifically designed for each individual client and/or situation.

Janet’s main objective is to help inform her clients. She believes that knowledge equals power, and she believes in empowering her clients, so they feel confident in making the right decision for themselves and their families. Janet acts as a fiduciary, making decisions with your best interests in mind and disclosing conflicts of interest. She is extremely accomplished with years of experience in all forms of planning for retirement. Her Sunday radio show “Smart Retirement Radio” has topped the charts in the Seattle area for 5 years.