20380 Halfway Rd Ste 4
(541) 388-5613334 NE Irving Ave Ste 101
(541) 389-01001020 SW Indian Ave Ste 103
(541) 923-88481247 NE Medical Center Dr Ste 2
(541) 382-0853900 Northwest Mount Washington Drive Ste 115
(541) 389-6106Our fee-only firm is planning-based, which means that all recommendations are based on our client's unique financial circumstances. The plans and investment strategies we put together are driven by client needs not by some sort of crystal ball. Our portfolios are positioned to protect on the downside and our planning strategies cover everything from college planning to estate strategies, tax minimization to alternative long-term care insurance solutions. We also offer Socially Responsible Investment strategies that allow you to align your values with your investments. Call anytime to set-up a free initial consultation.
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