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.
WHY INVEST IN A BUFFERED
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.