Edward Jones - Financial Advisor: William L Overstreet, 6450 Tacoma Mall Blvd, Ste 2A, Tacoma, WA 98409, US

HistoryJanet's expertise is in helping clients preserve assets for the furute and setting up legacies for their families. She believes her clients should have information to assist in making these important retirement decisions. Janet has a background in legacy planning and long-term care planning. Throughout the past 30 years, she has helped many clients protect their assets and preserve their wealth. Janet knows how to help find financial confidence and utilizes a team of professional to keep you up to date on new rules and changes in the retirement landscape. She has weathered years of market risk and congressional change.SpecialtiesSenior Retirement Advisors believes in customer service and that the customer comes first. Focusing on 55 and better, we specialize in helping clients preserve their assets for their future needs and set up a legacy for their family. We believe our clients should have factual information to help them make important decisions about their assets for healthy Retirement Planning. We provide methods for managing your estate, saving taxes and preserving your assets. We offer beneficiary/legacy planning, charitable planning, Federal benefits planning, portfolio analysis review, risk analysis, Tax Strategies, retirement income replacement, and IRA, 401k contributions.

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