George Robertson, CFP, CRPS, AIF

Business Associates

As an independent financial planning and advisory firm specializing in corporate retirement plans and trusts, we often cooperate with other professional firms which we believe to be reliable and have a high degree of ethics. These businesses include Third Party Administration firms, Attorneys, Accountants, Insurance Professionals and others.


Douglas J. Engel, Attorney

Douglas J. Engel can help you with a wide range of small business matters. He has assisted many owners of closely held businesses with the formation of their business and advised them on legal issues that are frequently seen. He also has experience advising on day-to-day legal matters encountered in established businesses including leases, employment relations, contracts and many more topics.

Lirhus & Keckemet LLP

Lirhus & Keckemet, LLP is a Seattle area law firm serving clients in a broad spectrum of legal matters in the Northwest since the 1950s. They offer a variety of legal services in business and employment law, collections and contracts, corporations and LLCs, wills, trusts and estate planning.

Panagiotu Pension Advisors, Inc.

Panagiotu Pension Advisors, Inc. has a history of providing cost effective service to companies and individuals, with significant expertise in pension plan design, implementation and administration. They administer approximately 1,200 plans in the greater Puget Sound area and provide legal document services to other small administrative firsm. Panagiotu provides a full range of plan administration services for all types of defined contribution plans. This includes 401(k) plans, profit sharing, money purchase, age-weighted and cross-tested plans. They also administor 403(b) and 457 plans in the non-profit and government sectors.

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