Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth, by helping you acquire the information you need.
If you have any questions regarding any of the following services, or want to schedule a complimentary meeting to discuss your specific questions, please contact us at (503) 537-2995/ Toll Free: 866-699-9843.
We do not believe in a “cookie cutter” approach to financial planning. Instead, we invest into each of our clients by working hard to understand their personal goals. Together we set up a strategy and plan that is as unique as they are with an attainable course of action to stay on track! Throughout the year, we check in with you to monitor progress and keep each other appraised of any course or strategy changes as needs arise.
When planning for retirement, we make sure we take into consideration; special expenses, your legacy, the type of lifestyle you want, the adjusted income you will have and any benefits you may receive. Through an advanced program we can then simulate and adjust your plan to best fulfill your retirement needs.
Life and Long Term Insurance:
We can assess whether your current policy is sufficient and has the best benefits to offer you and your loved ones.
Money Personality Typing:
We are passionate about helping our clients discover their “money personality”. We believe that both our ideas of, and relationship to, money will affect all of our decisions in life, as well as our relationships with those closest to us. We then educate couples and individuals how to financially plan together to develop healthy balances and take the stress out of finances.
We respect the hard work that goes into building a successful business, and we want to ensure the longevity of your efforts. Whether for joyous reasons, such as buy-outs or retirement; or unexpected ones, we help business owners plan and prepare for a seamless transition (business succession).
We also offer benefit options for their employees.
We help individuals assess their legacy. Whether it is establishing how you want your children taken care of, assets divided or reducing estate taxes; we work with your attorney to make sure you have an estate plan in place.