Services

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

Individuals

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)

Families

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)

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Retirees

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

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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

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Executives

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

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Physicians

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

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about lifelong wealth management

A Lake Oswego Portland Oregon Financial Wealth Management Company offering 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