Upcoming Complimentary Educational Workshops
We have years of experience assisting individuals and families throughout the Puget Sound area with the financial challenges and issues they face in retirement and when planning their estate.
Ask us about:
- Income Planning & Asset Protection
- Education Planning
- Estate Maximization
- Life Insurance
- Long Term Care Planning
- Qualified Plans: 401K, 403B, SEP, & IRA
- Retirement Planning
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
As an independent financial service firm, we can access many different products so you can get the right products and services for you.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
James Fowler Jr.
James built his entire career upon his desire to help others build and protect their dreams. With a degree in Business Management from Clover Park Technical College and over 35 industry related certifications, James is well versed to help most anyone. He understands the importance of educating clients on the factors that put their finances at risk and how to strategically overcome those challenges. James credits a happen stance encounter with a self-made millionaire for opening his eyes as to how he could utilize his skills to play an integral role in helping others achieve a successful future.
Now, after almost 14 years in the financial industry, he is living out his dream of serving his community through doing what he is most passionate about! James helps his fellow Lakewood Washington residents to secure their futures utilizing his expertise in Asset Protection, Retirement Income, Tax Minimization, Wealth Accumulation, Life Insurance and Annuities.
Though James enjoys a successful life and career, like most life journeys, it did not come without its fair share of obstacles. After suffering a serious stroke at the age of 40, James had to rebuild his life from ground zero, learning how to walk again. Performing daily activities that he once did with ease was a challenging endeavor, to say the least. This unexpected turn of events taught him the meaning of resiliency and what is possible when will power refuses to back down. With a newly developed perspective on the impact of unforeseen circumstances and a further appreciation for living a purposeful life, James has gained even more motivation to help his clients live their most fulfilling lives.
When he’s not in the office, you will likely find James dressed in scarlet red and metallic gold, cheering on the San Francisco 49ers! He loves spending time fishing on the water and enjoys game nights with family and friends. If he could vacation anywhere, he would have his toes in the sand at the ocean. James is an active member of his church and has also lead his own business networking group for the past eight years.
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1201 Pacific Avenue, Suite 600, Tacoma, Washington 98402, United States
By Appointment Only