Why work with Marilyn?

Marilyn is an independent retirement income and safe money specialist with more than 25 years of experience. She works with highly rated insurance companies nationwide in order to offer her clients a variety of choices and products to meet the needs of each individual or family. Her clients are located all across Washington State as well as many other states, giving her a great feel for the overall financial landscape. She designs solutions with a focus on short and long-term needs which she combines with personalized recommendations aimed at helping clients make educated and better-informed decisions. She takes her time in every situation to properly understand a person's needs and goals.

 

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INCOME PLANNING

Annuities are investments that can be used to help build a guaranteed income stream or a retirement nest egg.

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INSURANCE PLANNING

Protect What Matters Most!
Life insurance may be one of the most important purchases you'll ever make.

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MEDICARE PLANNING

Before choosing a plan we want to be sure you know the difference between your many Medicare plan options.

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By Appointment Only

Located in Olympia, Washington

 Call or Text 206-551-5013

 360-915-8598 Fax

  [email protected]