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Lunch & Learn
Buffered Index Portfolio

Designed for upside participation with a pre-determined level of downside protection

Join Us for our Lunch and Learn 

Tuesday July 25th

11:00 am-12:30 pm

Fircrest Golf Club

1500 Regents Blvd,

Fircrest, WA 98466

Lunch will be served

after a short presentation.

No cost to you.

About Buffered Index Portfolio

A cap and buffer structured note offers pre-determined outcomes for investors based on a specific index's return over a set timeframe.

The following hypothetical scenario illustrates different outcomes based on varying levels of index return.

Blue Modern Line Bar Chart Graph (2).png
Blue Modern Line Bar Chart Graph (1).jpg

Benefit from an index’s upside potential

Provide limited downside protection

Invest for shorter time horizons

Moderate growth investment objective

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Jeff has been a Financial Advisor for over 20 years, His education and expertise shows in his ability to connect and help his clients.

Jeff has a BBA from the University of Portland and holds Series 6, 7, 63 and 65 securities licenses along with State of Washington Life, Disability, Variable Life & Variable Annuity licenses.

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