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Personalized Financial Services

Your choice for financial services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

Our local service team in downtown, Portland OR has enjoyed working with employees in the Greater Portland/Vancouver Area for over 30 years. Our team of experienced financial professionals is available to assist you with a variety of services to help you plan for your retirement and future financial needs.

An individual’s goals can take on many different forms of financial management; from investment and retirement planning to risk management and estate conservation. We focus on helping our clients develop a customized, comprehensive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. We will start by helping you understand where you are and create a plan to get you where you want to be.

If you have questions about your current financial situation or wish to schedule an appointment with one of our financial advisors, send us an email, give us a call or use our online scheduler! Please see the Contact Us page.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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