Being from the Pacific Northwest, some believe it’s always raining and it usually is, but did you know Oregon actually has over 188 days of sun. On the bright side, this wet climate brings some of the most serene green mountains, rivers and majestic places on Earth. Time spent outdoors is time well spent. The gift of time and the legacy we leave is important which is why we take the time to listen, learn and create financial strategies to help you live confidently today while building your legacy. 

With our experience, we offer wise and strategic financial counsel. A privilege we do not take lightly.

We focus on developing an individualized plan that considers your personal goals and dreams like when you want to retire, perhaps the succession of your business or how you’ll take care of your parents and children and ultimately what legacy you’re striving toward. 

We also help employers who are looking for a retirement plan to maximize the protection of their company while creating retirement ready employees. And with reinsurance, we educate our clients on the entire program, streamlining the experience and helping to reduce their administrative burden.

We don’t overcomplicate things. 

We stick to designing a forward-thinking wealth management and retirement plan that considers your needs today and tomorrow. We believe your continuity of lifestyle is important. You may work your whole life to reach your financial goals and we find it our mission to work to help you continue that same standard of living. We stay the course, offering our experience with what we believe to be the best financial advice you’ll find anywhere in the industry. 

It’s our passion to serve each one of our clients so they can make their hopes and dreams a reality.