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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

The Business Cycle

The business cycle is the term used to describe the expanding and contracting pattern of the U.S. economy. What could it mean for your investment decisions?

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Who We Are

Who We Are

Years of experience have prepared us to guide you through life's transitions.

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For Oregon PERS Members

For Oregon PERS Members

We create strategies that are tailored to your needs and goals.

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Plan and Protect

Plan and Protect

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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The CARES Act

The CARES Act

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) has been signed into law.

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Experienced Professionals 

Experienced Professionals 

Our team of professionals have years of of experience in financial services. We can help you address your current and future needs. We look forward to working with you.

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Personalized Experience

Personalized Experience

Our mission is simple: To learn more about you, understand your needs, wants, and goals as well as helping you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges and have unique financial histories. And we can help take the mystery out of preparing for today and tomorrow.

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