Finding a financial planner that you can trust is tough, especially in the world today. There are always people who do not have our best intentions in mind. With a simple google search, you will find tons of financial planners and wealth managers in Portland, Oregon. Picking the right wealth manager or financial planners in Portland, Oregon is going to be the tricky part. Some questions might arise about how to trust them, do they have referrals, etc.
There are a few things you should focus on when picking one that best fits your needs. These three things are knowledge, trust, and an overall understanding.
The financial advisors here at Lifelong Wealth Management focus on developing a financial planning strategy that is best suited for you. So how are we different from other financial planners and wealth managers in Portland, Oregon? The answer is simple. We believe in asking the question of “why?” when managing your personal finances. Why do you want to grow or invest? Each client is uniquely different in their situations and aspirations. We acknowledge that and want to help create a customized financial strategy that fits your lifestyle.
The best wealth managers and financial planners are ones that you will build and grow with for years to come. Lifelong Wealth Management was founded with the understanding that we want to create a literal lifelong relationship with our patrons. We also want to stress the fact that our finances are a measure of what we truly cherish in life. Manifestation is the outcome we like to see with all the people we help through our business.
Compatibility is key for finding the right financial planner in Portland. Lastly, we want to end this note by offering a complimentary financial review if you think Lifelong Wealth Management is the financial firm for you.
The office of our financial planner office is located off Highway 5 and 217 in Lake Oswego, Oregon.