We Endorse a "Work Optional" Lifestyle

Financial and Retirement Planning in West Linn, Oregon

Financial Services

retired couple

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You need your retirement income to have solid “staying power” during your retirement years.

Retirement Planning

A man and his father long term planning for later life

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Asset protection strategies can be a critical piece of a successful retirement plan. 

Annuities & Long-Term Care

A woman at a laptop financial planning

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Financial planning is all about getting organized to achieve these larger-than-life goals.

Financial Planning

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We provide a suite of investment management strategies carefully tailored to individuals and families.

Investment Management


Our Purpose

"We believe that the two greatest currencies in life are time and memories.  We aim to help our clients enjoy more of both by helping clients create sustainable retirement plans.

Our group remains inspired by wisdom from the past while driving forward with today’s technologies.  Our commitment is to provide a high level of service, independent research and analytics accompanied with thoughtful advice.”

Our Process

  • Learn

    We ask questions to gain a deep understanding of your financial and non-financial values.

  • Strategize

    We help you discover your investment philosophy and design a plan to create a customized, institutional quality asset management platform.

  • Execute

    We work with you to implement systems and train team members to create a consistent and unique client experience.

  • Manage

    We help ensure that your investment approach runs smoothly to maintain existing relationships and attract new clients. 

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