Business Finances

Someone’s sitting in the shade today, because someone planted a tree a long time ago. - Warren Buffet

There is a certain breed of individuals that manage to establish their why through the heartaches and rewards of starting a business. We don’t know what it is, but it is a force that drives us, makes us whole, and sometimes drive us insane.

Lifelong Wealth Management Group understands that while every business is different, today’s entrepreneurs commonly face issues pertaining to high income, taxation, lack of exit strategies, mergers and acquisitions, business growth, credit crunches, cash flow deficit, etc. You can always have them as your trusted financial advisor in Portland, Oregon.

By having a business finances advisor on your team in United States, you can have a resource that might help you navigate the waters of business finances. If you are in need of a financial review, please don’t hesitate to call us at 503-747-6534 or email [email protected] to setup a meeting.

About Our Lake Oswego Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035

(503) 747-6534

(503) 214-6534

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262

(760) 606-0087

(760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598