About Us |
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Peter Orange | Retirement Consultant
As an award winning retirement planning adviser, my first priority is always protecting the financial well being of my clients by providing diverse strategies to create and preserve a healthy financial life.
While I am passionate about all financial planning, I love being able to expose my clients to the market's upside while significantly reducing their risk through annuities and Long Term Care options. A former elementary school principal, I am a compassionate communicator who takes pride in building excellent relationships with clients and colleagues alike and providing stellar service in order to achieve client and company success. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Educational Events
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Concerned about your retirement? Looking for a second opinion?
Get more details on how our quick and easy, complimentary Retirement Analysis can help give your family a plan that you are confident with, regardless of life's "What If" situations. Complete the form below and our team will follow-up to schedule a free strategy call to discuss the next steps.
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We Love To Meet New People!
Contact Us
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MAIN OFFICE
1700 7th Ave Suite 2100 Seattle, WA 98101 |
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EMAIL
[email protected] |
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CALL US
(206)235-2323 |
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