Meet with Private Wealth Manager Kerry Chamberlin and receive your Retirement Made Simple Toolkit—a hands-on set of resources to help you better understand your retirement options.
Kerry brings over a decade of financial planning experience and a relationship-focused approach to serving individuals and families in the Bellevue and greater Seattle community. During your appointment, you’ll walk through your current situation, discuss your goals, and leave with practical next steps, along with your complimentary Toolkit.
Request Your Appointment & Complimentary Toolkit
Complete the form below and a member of our team will reach out to schedule your appointment with Kerry at our Bellevue office. You’ll receive your Retirement Made Simple Toolkit at your visit.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
What to Expect at Your Appointment
During your appointment with Kerry, you can:
- Review where you are today and where you’d like to be in retirement
- Discuss timing, income sources, taxes, and other important considerations
- Identify potential gaps or opportunities in your current strategy
- Ask questions in a one-on-one, no-obligation setting
This meeting is designed to be educational and conversational so you can decide what’s right for you.