At Lifelong Wealth Management, our financial advisor for business owners, specializes in guiding business owners through the complex landscape of financial planning. Our team, led by experienced professionals like Jason Gong and Jane Ferguson, understands the unique challenges and opportunities that come with running a business.
We offer comprehensive services that cover investment management, risk assessment, and retirement planning. Our approach is holistic, integrating various financial aspects to create a cohesive strategy that aligns with your business goals and personal aspirations. We don’t just manage your wealth; we help you understand it, allowing you to make informed decisions that propel your business and personal life forward.
Our team at Lifelong Wealth Management is committed to helping you build a lasting legacy. We understand that as a business owner, your personal and business finances are often intertwined. Our approach involves a detailed analysis of your current financial situation, followed by the creation of a customized financial plan that addresses both short-term needs and long-term objectives.
We focus on creating a balance between growing your wealth and protecting it, ensuring the sustainability of your business and the well-being of your family for generations to come.
In the ever-changing economic landscape, business owners face unique challenges that require proactive and informed financial decision-making. Our team is equipped to help you navigate these challenges, offering insights and strategies to mitigate risks and capitalize on opportunities.
Whether it’s dealing with market volatility, planning for succession, or optimizing tax strategies, our advisors are here to ensure that your financial plan remains robust and adaptable.
We believe that every business owner deserves a financial plan as unique as their business. That’s why our team at Lifelong Wealth Management provides personalized attention to each client. We take the time to understand your business model, industry trends, and personal goals.
Our advisors, with diverse backgrounds in investment management, marketing, and business administration, bring a wealth of knowledge to tailor solutions that fit your specific needs. Whether you’re expanding your business, planning for retirement, or seeking ways to protect your assets, our team is committed to delivering strategies that align with your vision and values.
Our financial planner for business owners employs a proactive approach to wealth management ensures that your financial plan evolves with your business. At Lifelong Wealth Management, we continuously monitor market trends, regulatory changes, and economic indicators to keep your financial strategy ahead of the curve.
Our advisors provide regular updates and adjustments to your plan, ensuring it remains effective in achieving your goals. We also collaborate with attorneys and CPAs, when necessary, to ensure a comprehensive approach to your wealth management needs.
Are you looking for a financial planner for business owners who truly understands your needs? If yes, then contact Lifelong Wealth Management today to explore how we can support your financial objectives
Call us at (503) 747-6534 or visit us at our Lake Oswego office for a consultation that could be the first step towards achieving your financial goals.
As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.
5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035
777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262
3017 Douglas Blvd., Suite 300 Roseville, CA 95661