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Preparing for & Surviving Retirement

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ADV Part 2

 

 

 

Investor Resources Inc, Investment Advisory Service, Port Orchard, WA

CONTACT & MAPS

 
 




 

 

Helpful Contacts


Working cooperatively to achieve your goals


 

Investor Resources, Inc., as your investment and retirement planning advisor, works closely with your accountant and attorney to build, implement and monitor the many facets that move you toward your personal goals. We have worked with the following firms with mutual respect for our respective strengths and responsibilities in helping clients' families before and after retirement; before and after the death of family members.
 

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Estate Planning Attorneys

Poulsbo

Roger Sherrard, JD

Tacoma

Robert C. Pittman, JD

Accountants

Port Orchard

Robert Christopher Beckham, CPA