Financial Planning

Financial Planning

Navigating major life milestones such as selling a business, planning for your children's higher education, or stepping into retirement requires thoughtful financial strategy. Our team is committed to providing an all-inclusive wealth management strategy. By partnering with you, we aim to meet your financial goals and ensure a comfortable lifestyle during your retirement years, all while preserving your wealth for future generations.

Your advisor will guide you in taking proactive measures to align your financial situation with your long-term goals. We start by sitting with you to understand your financial dreams and life aspirations. From there, we craft a detailed plan focused on protecting your assets throughout your lifetime and ensuring that your wealth transfers to your heirs in a seamless manner with the least amount of tax implications.This strategy may cover areas such as planning for business succession, preparing your estate, and managing investments. As your financial situation evolves and your needs change, we will fine-tune this plan to give you peace of mind, knowing your family's financial security is well looked after for the future.

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It's Just About Investments
One-Time Task
Only the Wealthy Need It
You Can Do It All Yourself
Only for Retirement

It's Just About Investments

Myth

Financial planning is only about choosing the right investments.

Fact

Financial planning includes budgeting, saving, insurance, retirement planning, and tax strategies.

One-Time Task

Myth

Financial planning is a one-time task.

Fact

Effective financial planning requires ongoing review and adjustment to adapt to life changes and financial goals.

Only the Wealthy Need It

Myth

Only wealthy individuals need financial planning.

Fact

Financial planning is beneficial for everyone, regardless of income level, to achieve financial goals and stability.

You Can Do It All Yourself

Myth

You can manage all aspects of financial planning yourself.

Fact

Professional financial planners provide expertise and guidance, helping to create a comprehensive and effective financial plan.

Only for Retirement

Myth

Financial planning is only necessary for retirement.

Fact

Financial planning addresses all life stages and goals, including education, home ownership, and estate planning.

Adult Day Care Coverage

Risk Factors

You may have to pay them for their services from your pocket if you hire a caregiver.

Solution

Policies may cover community care, which usually means adult day care, so you don’t need to pay them all by yourself.

Modifications to House Coverage

Risk Factors

You may need to build a wheelchair ramp for one of your family members because of their medical conditions.

Solution

Some policies may even pay benefits to family members who act as caregivers or cover home modifications, such as adding wheelchair ramps or installing safety devices.
Consultation

Our advisors offer extensive financial planning services tailored for busy professionals, families with significant assets, and individuals with high net worth. We provide a range of services, including:

  • Strategies for saving and funding education
  • Reducing tax liabilities

Get in touch with us to schedule a free consultation and start building a financial plan that works for you.

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Ready to optimize your finances? 
Apply now or request a quote for tailored accounting solutions today!

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Milwaukie, OR 97222

(503) 344-3850

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