Retire With Income You Can Rely On

Serving those who want to replace uncertainty with steady income and a clear plan.

You saved for retirement.

No one taught you how to live on it.

You may have strong savings, several accounts, and years of responsible decisions behind you...

But retirement brings a different kind of pressure. The paycheck stops, and now your money has to create steady income, handle taxes, cover healthcare, and last through an unknown future. For many women, that uncertainty feels heavier than it should. Most plans taught you how to save but not how to turn savings into a reliable retirement life.

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Life is a journey, not a race...

let's take the first steps on your new journey together

Start the Conversation

Schedule a time to talk about where you are today and what you want your retirement to look like.
Build Clarity

We review your full financial picture and identify what is working, what feels uncertain, and what needs a plan.
Move Forward With a Plan

If it feels like the right fit, we begin creating your retirement income strategy designed around your life and goals.

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LIFT

CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and commit to CFP Board to serve their clients’ best interests.

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Fiduciary

A fiduciary is a person ethically obligated to act in another party's best interest, placing the beneficiary's interests above their own. Meaning I work for you, not some firm on Wall St or an Insurance Company in Iowa..but in your best interest.

CFP

Lifetime Income For Tomorrow retire with confidence, knowing you won’t outlive your savings, and will have additional income later in retirement when you may need it most.

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Retirement Income Planning for Women Who Want More Certainty

We guide women into retirement with an income-first plan that helps protect their lifestyle, reduce stress, and create confidence that lasts.

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★★★★★

I called Paul with questions about the best options for funding my wife's care. He offered to meet for coffee, and reviewed my situation, considered the options I was thinking of, and offered a totally new direction I hadn't thought of. Followed it up with a thoughtful email summary including helpful links. Throughout he was professional, considerate, and knowledgeable about factors that impacted my concerns. He helped me work my way through some complex decisions at a difficult time. I'm thankful for the help and the free cup of coffee!
-Dick C, Everett, WA
★★★★★

Paul is helping me develop a clear picture of how far my money will go, with regular check-ins to help me stay on target. Offering a variety of investment options, Paul is genuinely interested in my retirement dreams and helping me get there. He is an excellent financial advisor and I happily recommend him.
-Mary A, Bothell, WA
★★★★★

Total confidence in the management of our accounts. Always available when needed, plus checks in with updates. So pleased with the service he has provided that we have referred him to numerous friends. I do believe some are now clients.
+Mellodie H, Woodville TX
★★★★★

I’ve had a truly great experience with ID Financial LLC. Not only is the financial advising is helping me to reach my goals, but personal attention and genuine care I’ve received. He truly listens and is committed to helping me reach my goals. Every time I’ve needed to get in touch, the response has been immediate.
Eric K, Mill Creek, WA