In the several years of working with many households, I have discovered the top three concerns of my clients that we focus on:
1. Not running out of money in retirement
2. How to navigate market volatility in retirement and how to protect those assets
3. Nursing home costs
Have you ever wanted to work with a financial advisor who provides superior planning for retirement by creating a custom strategy to help you accomplish what is most important to you and your family using an established process?
I focus on the accumulation of assets and the distribution and protection of those assets in retirement, while being clear about the costs you are paying for investments and services.
My clients often come to me during times of transition, such as retirement, divorce or receiving an inheritance.
If needed, I can work closely with your CPA, estate planning attorney and other professionals to determine an appropriate financial strategy.
If this is what you are looking for, please contact us through our website, or call our office.
In 2010, I began my Edward Jones career in Puyallup as a financial advisor. I earned a Bachelor of Science degree in business administration from Central Washington University in 2009. I earned the Chartered Retirement Planning Counselor™ designation in 2018 and the AAMS™ designation in 2020.
My branch works very hard to create an ideal client experience in our office. Relationships are key, and we believe that meeting face to face builds strong partnerships with our clients.
I grew up in the Sumner/Puyallup area and I am passionate about being involved in my community. I currently serve as president of the downtown Puyallup Rotary Club.
- Estate & Legacy Strategies
- Divorce Finances
- Insurance & Annuities
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Phone NumberDebi Gregory at (253) 770-1698
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