Retirement Coaching

Providing products and services stabilizing your financial future

Federal Employee Benefits & Retirement Review. Call for appointment 360-771-9577

Areas of Review

Pension Programs - Specializing in FEDERAL Retirement, Oregon PERS & Washington DRS

IRA's & Roth IRA's

Medicare & Medicaid

To diversify your retirement portfolio, consider safe retirement products that guarantee your retirement funds against loss.

Contact us to review your overall retirement plan, and discuss safe retirement planning.

Emergency & savings accounts

401k, 403b, & 457

Life Insurance and Tax-Free Income (See Provisions)

Why Choose Us

You will be working with Kerry K Strickland and Patricia Bennett. Both come with experience, knowledge, training, and best of all....a desire for you to keep your retirement money safe.

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Reviews

You won't find anyone as down-to-earth and approachable as Kerry. She is fun to work with, and she really knows her stuff! Plus she can explain it in a way that I can understand. She strikes the right balance between having fun and getting the job done.

Jennifer B

Phoenix, AZ

Kerry (My Mom) showed me at a very young age how saving a little bit at a time can grow into amazing amounts over the years. She really convinced me that putting away $100 per month starting in my early 20’s can grow into a full retirement income as long I put it in the right place to grow. If you are in your 20’s or 30’s, you should definitely speak with my Mom now!

Daniel Strickland, 2010

Kerry taught me I had choices and even though planning for retirement may look impossible, it can be done. She walked me through what I needed to do. She showed me that I could give myself the freedom to let go of the past mistakes and change bad habits. We are now up to date on our obligations, and starting to put money in accounts for the future. This is the greatest feeling! Kerry made a huge difference in my life.

Kathy P

Cleveland, OH

When you work with Kerry, you get someone who has done her homework and knows her stuff. The best way to describe her is enthusiastic, personable and fun! You will be encouraged and will receive concrete information to further your personal and financial future.

Margaret Armstrong

Administrative & Education Pastor, Cathedral of Joy

What We Are All About

Are you entering your first phase of retirement?

People are living longer. This means a steady income source lasting 20-30 years following retirement is now more the rule rather than the exception. Many “retirees” take a vacation of sorts and then enter part-time work or even start their own businesses! This can be exceedingly enjoyable in the early retirement years. Earnings along with Social Security and pension income can make life comfortable and fulfilling. I call this time following formal retirement, the 1st phase.

At some point age-related health issues may creep in, and working doesn’t seem to be a continued option. This is when you may enter the 2nd phase. It too can be just as fulfilling as the 1st phase, but with a little twist of difference.

Take the pressure off – diversify with safety and guarantees!

Hi, I’m KK (Kerry) Strickland and I am here to help you prepare for days to come. There is no greater gift to yourself than a safe plan you cannot outlive to subsidize each and every phase of retirement. There is no greater gift to your children or grandchildren than the gift of education or a major purchase.

I am a financial and retirement coach/mentor for anyone looking for guidance preparing for the years ahead.

When most folks think of planning for the future, they automatically think about retirement, old age or senior years. The truth of this is that future planning isn’t just for retirement! Anyone, no matter what age, can start and should start planning for their future, today. Whether you are a newborn, age18, 32, or 40, today is the right time to invest in your “smarts”.

The earlier you make the decision to prepare for the years to come, the better. And if you think it’s too late, I am here to tell you that it is not. You do not have to be a millionaire to enter your “retirement years” and you do not have to be rich to start your plan. Use“smarts” and powerful keys to plan and diversity.

With my help, your future – your children’s future and even your grandkids’ futures will be wonderfully impacted. It is all about stabilizing your financial future using safe and guaranteed methods and products.

Make an appointment and let’s discuss the options no one has told you about before. There is more than one path you can travel. Call me and let’s talk about them.