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10220 Southwest Greenburg Road, Suite 111, Portland, OR 97223

503-452-0913
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Are You Looking for a Trusted Financial Advisor? A Fiduciary?

Are You Looking for a Trusted Financial Advisor? A Fiduciary?

Whether you are retired, getting ready to retire or planning for your future retirement, you may be looking for a trusted fiduciary professional to serve you. Our goal is to serve you in every aspect of your financial life so your hopes become reality. 

What is prompting you to seek financial advice?

What is prompting you to seek financial advice?

Would a financial plan help you?


Do you want help managing your money so you can spend your time and energy on living now and in the future?

Request an Appointment
Do you have trustworthy people helping you?

Do you have trustworthy people helping you?

A fiduciary looking out for your best interest?


An independent advisor working for you instead of a financial company?

Request an Appointment
Are you seeking financial peace?

Are you seeking financial peace?

How do you deal with uncertainty?


Do you wonder "What if ..."


Do you have a plan or strategy that deals with unexpected expenses?

Request an Appointment

Our Clients

Helping you in financial matters important to you.

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Are you planning for your retirement or perhaps are near or in retirement and need to plan for how to replace your paycheck?


We can help. That is our expertise.

Single Again

Single Again


Have you lost a spouse or partner through death or divorce? Do you need to learn how to manage your money?


We can help you make smart decisions. 

Working Professionals

Working Professionals

You work hard for your money.


Is it working appropriately for you? ... to meet your goals?


We manage money in your best interest.

Women

Women

Do you want to learn how to plan for your future? ... or manage your assets for now or  the future?


We help women learn to manage their own financial life.


Your source for updated market and economic news.

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Schedule A Consultation

As you have questions, let's talk. We will work with you to answer your questions, the ones that matter to you.

Request an Appointment

How we help people like you

When was the last time you sat down and had a helpful conversation about your financial health? How about life goals or investments? If it’s been a while, it's time to consult with a trusted ally.

We care about you. Our years of experience working with people like you empower us to help you. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Financial Planning

If you want to take the trip of a life-time, wouldn't you create a plan to make it happen?


How about your financial trip of a life-time? Retirement, financial stability, or wealth building. These important areas of your life are best achieved when you have a plan to follow.


We work with you to create your financial plan.

Retirement

What you are doing now to prepare for retirement determines how your retirement plays out.


Just like going to your doctor or car mechanic for their expertise, consider hiring a qualified financial advisor for their expertise to help you prepare for and live through your retirement.


We help clients meet their financial goals, whether retirement or now.

Wealth Management

Portfolio construction and risk management are important aspects of planning and achieving financial goals.


With a financial plan the next step is to put your money to work appropriately for you.


As independent advisors, we provide financial products for your portfolio and manage the risk according to the financial plan that is in your best interest.

After I'm Gone

Perhaps better described as Estate Plan. Have you a plan for your assets after life?


The assets you accumulate, the wealth you build ... how do you want these to be distributed?


We help you create an estate plan so your assets go where you want them to go.

How We Help You

FIRST

Getting Started

We have a conversation to learn what is important to you and what your life goals are. We review financial information and learn your questions. 

NEXT

Recommendations and Advice

Together we map out a financial plan and strategy based on your goals, time horizon, and risk tolerance.

THEN

Making it happen

Life changes? Market volatility?  We work with you to keep your financial plan on track every step of the way.

Get your financial journey started today.

Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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