Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. We can meet face-to-face or online in our Vancouver, Washington office or a Portland, Oregon meeting location.

 We will help you…

Achieve your desired retirement savings based on annual income.

Pay for your child’s college education.

Safeguard your family by planning for death, disability, health costs, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.

Identify the steps to maximize your investment returns and minimize your risk.

Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.