senior couple taking selfie roadside

Boeing

Boeing is a very well known company and an extremely important employer in the Northwest. The employee head count is around 80,000 in the state of Washington alone. Matt has found a niche working with many current and former Boeing employees for over 10 years.

Whether still employed by the company and being faced with the challenge of determining where to position your money inside the Boeing Voluntary Investment Plan or if you are entering retirement and trying to figure out what pension option makes the most sense for you and your loved ones, we can help. Working together, we’ll talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals given the time you have and the risk you’re willing to take. We’ll also talk about the things that concern you, and potential solutions that can help alleviate those concerns. And as your lifestyle changes, we’ll update your financial plan to keep you moving in the direction you want to go.

We have the tools and resources to help you live the life you’ve dreamed of and make your money last.