Helping You Pursue Financial Freedom

Financial freedom is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.

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What We Do

The passion of our team is to help people from all walks of life find their path to financial freedom. This means helping you define what that looks like for you and your family. We put a clear roadmap in place to help you pursue your vision, then help you monitor and maintain that plan over time and through various life events.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward the best path forward.

Retirement Planning

We’re here to help you avoid any retirement mistakes by putting your financial plan through stress tests and our proven process.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your legacy will be distributed.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Why choose us?

Financial Coaching

We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.

Accountability Partner

One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life and every life event you face.

Tailored Approach

We don't just create a plan, we tailor a roadmap specific to your family's needs. We identify what should take priority and guide you each step of the way.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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Bethany

16100 SW Cornell Rd
Suite 140

Clackamas

10121 SE Sunnyside Rd
Suite 300

Tigard

7105 SW Varns St
Suite 220

Vancouver, WA

Available by appointment, please call us!

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