What We Do

Everything begins with a consultation to review your goals and to identify what roadblocks you've experienced in the past..

 

Investment Management

An evaluation of the objectives in your investment.  This will include an assessment of what can be achieved, and the costs associated with your investment plan.

  • Portfolio design
  • Performance reporting
  • Capital gains and income tax implications*
  • Web access

 

 

Planning

Plans and strategies change over time.  It's communication with the client year after year that will help keep the plan on track and achievement of the original goal.  

  • Retirement Income Planning
  • Pension Eletion Analysis
  • Insurance Planning
  • Estate and Wealth Transfer Strategies*
  • Business Entity Design and Employee Retirement Benefits
  • For those who are members of the Oregon Public Employees Retirement System (PERS), we will conduct an indepth analysis of your benefits and the impact of your payout elections.

 

Making the Plan Work

Creating a financial plan or investment strategy is not enough.  Plans and strategies change over time. It is communication with the client year after year that will help keep the plan on track and headed towards a positive result.

  • Scheduled contact with every client
  • General financial material provided every month in additon to account specific reporting
  • Consolidated progress reporting that looks back over the entire client relationship and all the accounts in the household

 

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

 

Phone: 503-517-9363, Ext. 3

Email: rolf.ellingsen@voyafa.com

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.