"Fee-only" Wealth management, Portfolio management and financial planning. Coordinated planning including: Investments, Retirement planning, estate planning, Cashflow management, Risk management and Tax planning. We collaborate with the client's other advisors to form a financial advisory team. As financial fiduciaries, we sell no products, have no conflicts of interest and provide a level of service and integrity that is not available at a brokerage firm. Trust Services Retirement plans for small businesses- Exceptional no-load investments, high quality employee education, regular review meetings with plan trustees. We manage existing or will setup new qualified retirement plans for small business owners,including 401(k) plans and Defined Benefit plans. We work primarily with small business owners, Specialty physicians, executives and wealthy clients who are seeking a personal relationship with a firm that will offer customized services. Creating Value and Peace of Mind
4800 SW Macadam Avenue, Portland, Oregon, US, 97239
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