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Understanding Today’s Financial Environment

Welcome, I’m Shawn Layton, a financial professional in Bellevue, WA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Nothing tops a face to face encounter whereby you will see first hand what we provide for you and how it is different and potentially more effective than our counterparts.

We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (425) 455-3000 to schedule an initial conference. 

Helpful Content

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.