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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

Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.