Our Experience

As a leader in the government market, our broker-dealer wrote the first 457(b) plan in the State of Oregon over 40 years ago. In addition, our full-service financial planning firm offers investment solutions for 403(b) school teachers, 401(k), individual brokerage, wealth management, annuities, life insurance and college planning.

We are recognized for over 30 years of Oregon and Washington PERS knowledge and experience. We provide valuable PERS education and counseling from new employee orientation to retirement readiness.

We believe understanding the complexity and the continued evolution of the PERS system is a critical component to a successful retirement plan for our public sector clients.

As Financial Advisers, we offer financial planning, retirement income and distribution planning as well provide the related investment products needed to take you through all life’s stages.