The highest of distinctions is service to others. - King George VI

Taking care of your financial future starts with you. We can help with:

  • Creating and integrating portfolio/investment management and financial strategies
  • Individual savings and retirement process that meet your personal goals
  • Strategize and implement deferred savings plans such as Health Savings Plans, Individual Retirement Accounts, Annuities, etc
  • Design asset preservation/wealth transfer strategies that could include disability/life/long-term care/personal insurance
  • Conduct a loan analysis, and assist in implementing optimal payment strategies and credit analysis of your home/credit cards/school debts
  • Traditional/Roth IRAs/Employee Stock Ownership Plan (ESOP), and 401(k)

As we grow in life, we tend to find our biggest love and passions are in the people around us. We are here to help you protect and grow it.

  • Help to create and implement educational savings plans for your children
  • Creating and integrating portfolio/retirement/financial strategies that meet your family’s personal goals
  • Personal insurance reviews to mitigate any potential risks that can affect a family’s cash flow and future
  • Develop and create specific trust/will to preserve family’s assets, and help with wealth transfers
  • Establish a budget that works for all members of the family
  • Work with the family’s tax/legal/professional advisors to assure that the family’s goals are met
  • Traditional/Roth IRAs/Employee Stock Ownership Plan (ESOP), and 401(k)

As they say, it’s when you stop living at work, and start working at living. Here’s how we can help you get the most in your next phase of life:

  • Reviewing current social security strategies
  • Specialize in retirement account planning, saving, distribution strategies
  • Endeavor to conduct financial education in hopes that it would alleviate retirees concerns about their current financial situation
  • Design asset preservation/wealth transfer strategies that could include disability/long-term care/personal insurance
  • Pension, 401(k)s, Social Security, Roth IRAs, and Traditional IRAs
Business Owners

Entrepreneurs didn’t just dream of success, they work for it.  We are here to help your business grow and succeed. Here’s how:

  • Evaluate, develop and manage retirement/health/disability strategies that benefit both you as a business owner and your employees
  • Review current asset protection strategies for your business and personal situation through disability, life, and buy/sell agreements
  • Audit your taxes, cash flow, and credit situation to assess any potential short-comings
  • Strategize for your goals including exist strategies, mergers, or acquisition strategies
  • Defined Benefits, Defined Contributions, SIMPLE, SEP, SARSEP, and Section 457 Plans

All professionals know that to get somewhere fast, they can do it themselves. However, to get somewhere far, they need a group. Let us help you get further in life. Here’s how we can help:

  • Review and analyze optimal strategies for exercising options, restricted stock units (RSUs), and Employee Stock Ownership Plan (ESOP) benefits programs within your company
  • Assist in creating integrated financial plan for executive’s personal retirement plan
  • Design asset preservation/wealth transfer strategies that could include disability/life/long-term care/personal insurance
  • Profit-Sharing, Stock Bonus Plans, Thrift Plan, Traditional, Roth, and Section 457 Plans

While you are helping others, we can help you with the following:

  • Specialize in creating and integrating private practice structure optimization, portfolio design, retirement strategies, and asset protection
  • Review pension plan maximization and various financial strategies
  • Work with experienced professionals that can assist with specialized physician loan programs
  • Review potential tax strategies for medical professionals
  • Design asset protection strategies that can help mitigate any potential harm on personal assets
  • 403(b), Defined Benefits, Defined Contributions, SEP, SIMPLE, SARSEP, and Section 457 Plans

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