About Protect Invest Plan
A Seattle team helping families protect what matters, invest with purpose and plan with confidence.
Founded on three simple ideas
Protect Invest Plan began with a belief that every family deserves to be protected, to grow their savings and to have a clear plan for the future.
Our insurance, investment, tax and lending specialists work as one team. Your advisor looks at your coverage, investments and borrowing together, compares options across trusted providers and explains each recommendation in plain language.
- Specialists across all three pillars
- Relationships with trusted lenders and carriers
- In-office, phone and video meetings
Clear advice today, confidence for every tomorrow.
Our Mission
To help every family protect what matters, invest with purpose and plan with confidence — through honest advice and coordinated planning.
Our Vision
A community where every household feels secure today and prepared for the future, with a trusted advisor beside them.
What guides our work
Integrity
Advice given only in your best interest.
Clarity
Plain language and transparent costs.
Care
Your family's wellbeing comes first.
Commitment
Support that continues for years.
Families who feel protected and prepared
Protect Invest Plan helped us see our finances as one plan. Our insurance, investments and mortgage finally make sense together.
Their life insurance review was eye-opening. We now have the right coverage for our family at a cost that fits our budget.
They walked me through paying down debt while still investing for retirement. I feel confident about both for the first time.
Let's build your three-pillar plan.
Visit our Seattle office, call or book online — your first consultation is free.