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

Two Tax-Friendly Retirement Plans for the Self-Employed

Describes retirement plan options that help self-employed workers save on taxes.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation

Estimate the future value of your current savings.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

More Calculators