Our Company
Since 2005 we have provided financial advice, asset management and insurance services to a broad range of clients. We serve our clients from offices in Seattle, WA and Bend, OR.
Our Services
We provide financial planning and asset management services to both individual and small business clients.
Meet Our Team
Through our affiliation with Securities America, Inc., we have the dedicated support of professionals handling all aspects of investment services in all fifty states.
Financial Planning
Financial planning is a process which starts with a thorough review of retirement goals. Where will you be during retirement and what activities will you pursue? How will you account for inflation, market risk, longevity, changes in health, etc? Then we'll look at actual costs, analyze the available resources and discuss risk tolerance in order to develop a plan of action. This plan is then implemented and monitored on an ongoing basis to determine if it remains on target. By creating a financial plan, you can be among those who are prepared for what lies ahead in retirement.
CFPTM CERTIFIED FINANCIAL PLANNERTM
Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Where do you want your financial roadmap to take you?
We'll work with you to review your options and determine which ones fit your individual strategy.
