Understanding Today’s Financial Environment
Welcome, I’m Brian Kerrigan, a financial professional in Olympia, Washington. 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.
Our professionals have years of experience in financial services. 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 (360) 866-2345 ext.405
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The market is as unpredictable as the weather. We’d love to help you prepare.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
For many, retirement includes contributing their time and talents to an organization in need.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
For women, retirement strategy is a long race. It’s helpful to know the route.
With alternative investments, it’s critical to sort through the complexity.
There are a few things to consider when buying or leasing your next vehicle.
When markets shift, experienced investors stick to their strategy.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”