$60MM AUM | $550 GDC in Tigard, OR
Member is Interested In:
95% fee. Combined 55 years experience. Common sense asset allocation and diversification. Fair AUM Fee. Low cost Index, Smart beat and active funds and etf's. Some SPIA and QLAC fro retirement income. No VA's or FIA's. IRA and Retirement Income focused with both written IPS and RPS documented for Fiduciary soundness and process.