Securing Your Legacy and Values

Protect your assets and legacy for future generations with our estate planning advisors.

The Importance of Comprehensive Estate Planning

Estate planning is crucial in ensuring that your wealth and assets are distributed according to your wishes after your passing. At Lifelong Wealth Management Group, we guide you through the complex process, ensuring your estate is managed efficiently and effectively. Our team in Oregon collaborates with attorneys and CPAs to minimize taxation, ensuring your legacy benefits the people and causes most important to you..

Secure your legacy with our expert estate planning services

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Tailored Estate Planning Strategies

At Lifelong Wealth Management Group, we understand that estate planning is a deeply personal matter, with each individual having unique needs and desires. Our team is committed to providing tailored estate tax planning strategies and solutions that reflect your specific wishes.

We assist in setting up various estate planning tools such as Charitable Trusts, Revocable and Irrevocable Living Trusts, and Wills, ensuring that your estate is managed and distributed according to your preferences. Our customized approach guarantees that your estate planning is as individual as you are, meticulously aligning with your personal and family needs.

Comprehensive Financial Planning Services


Asset Management And Safety

Asset Management and Safety

Our asset management team at Lifelong Wealth Management Group is focused on ensuring both the sustainability of income and the safety of your assets throughout the estate transfer process. We work diligently to protect your assets, facilitating a smooth and efficient transfer to your beneficiaries. Our comprehensive approach to asset management provides you with the assurance that your wealth is safeguarded, offering peace of mind for both you and your heirs.

With us, the security and effective management of your assets are paramount, ensuring they are preserved and passed on according to your wishes.


A Comprehensive Approach to Estate Planning

Our estate planning services at Lifelong Wealth Management Group encompass a broad spectrum of financial aspects, ensuring a comprehensive approach. We understand that estate planning involves more than just asset distribution; it includes the transfer of property, addressing personal matters, and understanding the potential tax implications.

Our estate planning financial advisor is dedicated to guiding you through these complex areas, providing expert advice and support. We work with you to develop a well-rounded estate plan that considers all aspects of your financial life, ensuring a seamless and efficient execution of your estate planning goals.

A Comprehensive Approach To Estate Planning

Begin planning for your estate’s future now. Get in touch for a detailed consultation.

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Personalized Estate Planning Solutions

At Lifelong Wealth Management Group, we specialize in offering personalized estate planning solutions tailored to safeguard your legacy and protect what matters most to you. Our approach is centered on understanding your unique circumstances and goals, ensuring that your estate planning not only meets your specific needs but also reflects your values and aspirations.

Whether it’s securing your family’s future, managing your assets, or planning for charitable giving, we provide the expertise and care needed to craft a comprehensive estate plan. With us, you can reap the advantages of estate planning and have peace of mind knowing that your legacy is preserved exactly as you envision.

Personalized Estate Planning Solutions

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Start safeguarding your legacy with the best estate planning advice today

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About Our 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, CA 92262

(760) 606-0087
(760) 606-0084


Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598