Overview

Comprehensive planners focusing on the five key retirement areas of concern: Income, Investments, Health Care, Estate Planning & Tax planning. We have a close CPA partner that we collaborate with for one-stop tax and retirement planning as an added convenience to our clients. We also work with local estate attorneys for assistance with the estate planning legal matters. We have two offices, one in Scappoose, OR and one in Tillamook, OR. Our hands-on approach helps our clients understand their current financial situation and guides them through important decisions along the way to and through retirement.

Our practice utilizes managed money, fixed and indexed annuities as well as life insurance. We also have a large Medicare book of business that we actively service.

We are a growing company looking to purchase a financial planning and/or Medicare book of business to expand our footprint in Oregon.

Market
Advisor/RIA
Last Activity
within 4 months

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