Regular Guidance—Appropriate Advice—Worthy of Trust
Our Primary Focus is on you! Those things that are most important to you? Your family, your values, your financial goals and resources? They really do matter… As we work together in a collaborative relationship, we can help harmonize them all toward most effectively realizing your goals.
We work with Doctors, Dentists, Families and Businesses who recognize that both quality and quantity of time, delivered on a regular basis, is needed to help them stay on track and monitor their progress toward their goals.
As a smaller firm by choice, we are structured for availability in person or by video conference for meetings. We can be reached anytime by phone--at no cost--for guidance, direction or questions.
We are an Independent, Oregon Registered Investment Adviser, and fiduciaries to our clients. We would be pleased to provider you the professional guidance and thoughtful advice that you have been seeking. We are CERTIFIED FINANCIAL PLANNER™ Professionals, held to a Fiduciary Standard of Care and will do our best to serve you.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
ARE YOU FINANCIALLY PREPARED? (Tools and Calculators-printable reports)
Retirement Readiness Planner (link)
Education Readiness (link)
Major Purchase Readiness (link)
Hi, I'd love to connect! Here is my calendar link to make finding time easy! (Calendly.com/dsmith-cfp)