CONNECT

Address:

5665 SW Meadows Road, Suite # 120
Lake Oswego, OR

97035

Phone:

503-670-0500

Fax/Other:

503-670-0501

Products and Services

 

We provide assistance in the following areas:

 

Retirement Planning



IRA's, Estate Plans, Tax Planning, Money Management, 401(k), Plan Profit Sharing Plans, 403(b), Plans College Plans

 

Investments *



Stocks; Bonds; Mutual Funds; ETFs; Direct Participation Programs,  Real Estate; Unit Investment Trusts; Annuities, and REITs and others.

 

Estate Planning (we coordinate with licensed professionals)



Living Trusts; Wills; Philanthropy; Charitable Trusts

 

Wealth Planning



Strategic Financial Planning, Business Planning, Retirement Planning

 

Separately Managed Accounts (SMA's)



Institutional Investment Mangement,  Ability To Customize Portfolios, Tax Managed Investments - (tax loss harvesting and capital gain harvesting),  Socially Conscious Investing

 

Insurance



Life/Health, Long Term Care, Disability

 

 

 

* Securities Offered through SII Investments, Inc.

 

 



 

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Check the background of this financial professional on FINRA's BrokerCheck