Rolf Ellingsen, AIF®
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CONNECT

Address:

5331 SW Macadam Avenue, Suite 365
Portland, OR 97239

Phone:

503-517-9363

Fax/Other:

503-517-9351

Our Services...

 

For your Household...

Pension analysis, financial planning, investment management and insurance services.

 

When developing a customized financial program, we will use a step-by-step process that is designed to make you feel confident in your decisions.  We'll address all income sources including pensions and social security, as well as analyze your retirement savings programs.

 

For those who are members of the Public Employees Retirement System, we'll conduct an in depth analysis of those benefits and the impact of the available payout options.  Together, we'll identify which ones are of greatest advantage for you and your family.

 

Once your goals have been established and we know what resources are available to you, we apply appropriate strategies which are customized to suit your vision and objectives.  This is the core of financial planning, whether the planning is for transitioning to retirement, generating monthly income or insurance protection.

 

 

For your Business....

We can provide a fully bundled (turn-key) plan or work with any third-party administrator. Our goal is to provide a simple, flexible and competitive solution.  

Our Retirement Plan Offerings:

•              401(k) Plans (with Roth, Safe Harbor, Match or Solo 401k)
•              Profit-Sharing plans 
•              Defined Benefit plans
•              403(b) plans
•              457 Deferred Compensation plans