The decision to work with a financial advisor can be daunting. You want an advisor who is knowledgeable and seeks to understand you and your situation; who is current on the many critical financial details that may determine whether you meet your financial goals; and someone you trust, who answers your questions to your satisfaction and makes you comfortable with their answers. I encourage potential clients to meet with a couple of advisors, to find the right fit for such an important and personal relationship.
Planning for retirement continues to evolve, from pensions and short life expectancies, to 401(k)s and saving on our own for 30 or more years in retirement. My mission is to create a custom experience for each client; to listen and work with you to create a savings and investment strategy to help meet your goals. I'll speak to you in plain English – not industry jargon. We will use strategies to maximize tax deferred or tax free savings. I'll help you understand your employer-provided benefits. We'll discuss potential risks to enable you to make informed decisions. I want you to be empowered that you understand your long-term game plan. You'll see how the choices you make today will impact your future.
If you're in the critical 1-5 years nearing retirement, I will help you evaluate your readiness to set a date. We'll analyze the pieces of your retirement income including Social Security, your employer-provided pension/other benefits and withdrawals from your retirement savings side by side with your expected expenses. We'll look at your short-, mid- and long-term financial needs. We'll model the impact of your choices to help you make decisions.
About me: I have degrees in economics and business administration. I've been in the industry for over 25 years, first in management, then as a financial advisor since 2004. Outside of work, I enjoy spending time with my husband and two sons.
Please call my office and schedule a meeting to see if we're a good fit.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
- Socially Conscious Investing
- Employee Stock Options
Phone NumberJill D Poppe at (425) 427-2783
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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