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8215 Southwest Tualatin-Sherwood Road Suite 200 Tualatin, OR 97062

503-404-2449
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We provide tax-efficient, retirement planning,

and investment management services

Schedule A Call

We provide tax-efficient, retirement planning,

and investment management services

Schedule A Call

We provide tax-efficient, retirement planning,

and investment management services

Schedule A Call

We're a Christ-centered financial planning firm focused on guiding you and your family to pursue your legacy. We specialize in serving retirees, business owners, and families.

Investment Management

 We are an independent firm that provides fee-based planning and investment management services.

Retirement Planning

Are you on track for retirement? Will you have enough to last your ideal retired life? Our simple approach to the planning process will empower you with confidence to help you make the right choices for your retirement.

Business Strategies

Are you a small business owner seeking to maximize your dollars?  We provide tax and money saving strategies in seeking to help you keep more of your money.

Learn More About Our Services

Who We Serve

<strong>Families</strong>

Families

<strong>Retirees</strong>

Retirees

<strong>Business Owners</strong>

Business Owners

Schedule a Complimentary Meeting Today

Downloadables

<strong>Downloadables</strong>

Check out some of our downloadable PDFs that may provide some valuable information and insights for you. 

Essential Financial Data 2022 PDF - Retirement contributions limits, income limits, tax brackets, and more, all on one form.

Legacy Path PDF - Our process of financial planning, laid out in a simple path.

Financial Summary Form PDF - A form to help you see where you stand and set some goals and action items.


Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Have a quick question? Email us today.

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