Financial Philosophy

Imagine starting off your New Year with a resolution to lose weight. You meet with a trainer, and he mentions that you need to focus on doing crunches 1 hr/day. Does that sound like a great plan?

Impractical strategies are common in the financial industry. Insurance representatives focus on utilizing many insurance products to meet a clients’ goals; CPAs focus on minimizing taxes; and mortgage specialists focus on qualifying an individual/couple for a mortgage.

Investment advisors use investment products as an answer to many retirement needs. Thus, our team takes a holistic approach by integrating the different financial segments into creating a comprehensive financial plan. We call this an open architecture and have successfully offered financial management services. By doing so, our team strives to meet each of our client’s current and future needs.

At Lifelong Wealth Management our mission is to provide our clients with a meaningful, painted canvas of their goals and dreams. We create this work of art by thoroughly understanding their personal needs, their comfort level, as well as determining the correct savings disciplines, mortgage, and investment vehicles necessary to make their picture a masterpiece. When appropriate we make use of the expertise of attorneys and CPAs to be sure the work of art is enjoyed for generations. We offer trustworthy and affordable financial management services in Lake Oswego, Oregon.

To learn more about our financial approach, please contact us via email or call us at (503) 747-6534.