Julian McMahon, Financial Adviser

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United States
Bellevue, WA
Julian McMahon, Financial Adviser

By reviewing your current financial strategies, my team and I will empower you to help address time

www.pcrg.com

• Developing strategies to help mitigate taxes and evaluate tax free income.

• Navigating complex estate planning issues.

• Asset preservation

• Curating a predictable retirement plan.

• Integrating business planning into your individual plan.

• Financial Wellness Group: Working directly with Human resource departments to develop educational seminars to empower employees. Traditional HR strategies don't address stressors that occur outside the workplace environment. Thus, missing the opportunity to remove key factors that negatively affect the employee retention.

09/15/2026

I can help you find term life insurance that fits your needs and your budget. Contact me to learn more.

09/10/2026

Let’s talk about how affordable and simple gaining financial security for your family can be. Ask me how I can help.

09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. F-...

09/03/2026

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.

08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

08/20/2026

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

08/13/2026

🌍 Leave footprints that inspire generations! 🌍 August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

08/06/2026

🌟 August is the month to ponder our legacy! 🌟 Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let's remember that our legacy isn't just about money or possessions—it's about the impact we make on the lives of others. Take a moment today to think about the positive mark you want to leave on this world. 💫

07/30/2026

Address

10900 NE 4th Street, Suite 2300, #2413
Bellevue, WA
98004

Telephone

+14256580530

Website

http://www.pcrg.com/

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