5331 SW Macadam Avenue
(Minimum Investment - $150,000)
Define long term goals and maximize your resources with ongoing support and advice. A fiduciary relationship between client and advisor.
(Minimum Investment - $25,000)
Portfolio Structure, performance and risk analysis.
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.
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.
Long term care (LTC) health coverage has been significantly improved over the past 10 years with options that provide funding for care at home and community based residences. The traditional model of LTC has been a stand alone insurance policy which is still available. Many people are opting for a newer model referred to as a linked benefit policy which provides a cash value and death benefit in addition to LTC benefits.
These improvements have allowed more people to access quality long term care coverage at a reasonable cost. We design LTC policies for our clients based on their needs and complete the process of applying and acceptance by well known companies in the industry.
The AIF Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. I recognize this Code of Ethics, and its principles and obligations.
To my clients, I will:
To my community, I will:
firstname.lastname@example.org | 503-517-9363
*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.