Rolf Ellingsen, AIF®

Financial Planning, Investing 
and Protecting



5331 SW Macadam Avenue, Suite 365
Portland, OR 97239





Our Services


For your Household...

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.

As a financial advisor, I do address the issues of how structure your finances, but the primary goal is to help foster financial security for you and your family.


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)

•              Solo 401(k) Plans

•              Profit-Sharing plans 

•              Defined Benefit plans

•              Cash Balance plans

•              403(b) plans

•              457 plans

•              Employee Stock Option Plans (ESOPs)

•              Deferred Compensation plan