Washington State Legislative Building at sunset

Independent | Fiduciary Financial Advisor

2409 Pacific Avenue SE
Olympia, WA 98501

Phone:

360-350-4747

Fax:

360-350-4744

E-mail:

office@kj-wm.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Comprehensive Wealth Management

Planning

Our dynamic approach is based around your goals, dreams and family mission. Our process is thorough, comprehensive and built for you.

Retirement

A distinctive approach, backed by our experienced qualifications.

Estate

We weave highly skilled estate and wealth transfer consulting directly into your unique plan.

Retirement

A customized retirement income strategy.

Flatiron Building facade in New York City

As a fiduciary, we provide independent, unbiased advice.

Integrity is a core value. Being independent and a fiduciary is the highest ethical standard in our industry. Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.

Why Us

Our Alliances

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Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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