Who We Serve
Retired, or close to it
We specialize in people who are retired or very close to it (typically 5 years or less). Turning your investments into a reliable income stream while minimizing taxes requires a different set of skills than saving. We work with clients in Portland, Central Oregon and virtually across the country.
We work extensively with public employees in the Oregon PERS system.
This might sound cliche, but we will only work with genuinely nice people with whom we share a mutual respect.
Looking for a trusted advisor
Our clients understand that the success of their retirement is too important to do it themselves, and they understand the value of having expert guidance.
If this sounds like you, we would love to speak with you. Let's get in touch.