Your Legacy is Our Top Priority.

Whether we are offering tax-efficient strategies or managing your financial plan you can trust us with your legacy and your family's future.

Who We Serve

How Can We Help?

Investment Management

 We are an independent firm that provides fee-based financial 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.

Now Serving Salem & Portland Area

Salem, Oregon

Tualatin, Oregon

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