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Portland, Oregon 97216


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A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup From Boats to Brokers Jane Bond: Scaling the Ladder

We Are One Of Portland’s Leading Financial Planners

Today’s markets are turbulent and unpredictable, making a prudent financial plan an absolute necessity. But, did you know that today’s market climate offers many opportunities for investment?

Our mission is to help our clients chart a successful path through challenging markets by taking advantage of opportunities for growth while helping to preserve their assets. Our financial planning process is based on five key tools that we call Investing Simplified:

  1. A clear understanding of your financial and personal goals developed through ongoing conversations;
  2. A well-defined roadmap for achieving those goals based investment strategies;
  3. Ongoing advice to help adjust your roadmap when your needs change or market environments shift;
  4. Tax strategies to help you keep more of what you make, especially critical with today’s new tax laws;
  5. Estate planning to help your family minimize estate taxes and make sure your estate is handled the way you want.

Call for an Appointment today 800-749-5022

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