Julian McMahon, Financial Adviser

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Bellevue, WA
Julian McMahon, Financial Adviser

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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.

10/29/2026

As the leaves fall, so can your market risk. Now’s the perfect time to focus on your financial future. With annuities, you can enjoy reduced market exposure and increased retirement income. Let us guide you with safe accumulation strategies to help you secure your future.

10/22/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

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-...

10/01/2026

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for retirement or managing your estate, annuities can offer valuable support in securing your financial future. Ready to explore your options? We're here to help you get started.

09/24/2026

Putting off life insurance? Check out this article to see how it pays to plan ahead.
https://s3.amazonaws.com/static.contentres.com/media/documents/947e302b-145e-4079-ba9c-4c34c5c08b77.pdf

09/22/2026

Life insurance used to be tedious. But today, applying can be fast, easy, and with no paperwork or medical exams! Message me to take your first step towards coverage.

09/17/2026

You can get life insurance coverage with no medical exam. Contact me to learn if you qualify.

09/15/2026

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

Address

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

Telephone

+14256580530

Website

http://www.pcrg.com/

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