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Either write something worth reading or do something worth writing. - Benjamin Franklin

Oil and Gas Investments

Over the past several months, we have seen a significant spike in oil and gas prices. We see it on the news, hear it from our friends, and certainly feel it in our wallets. From my perspective, there are two things we can do. 1. You can find alternative ways to travel. OR 2. You […]Read More

Silver and Gold

During the holiday season, you cannot help but sneak a peek at the old Christmas classics. One of my all time favorites is Rudolf the Red Nosed Reindeer. I cannot help but picture Yukon Cornelius licking his pick ax to taste for the hot commodity, silver and gold. Imagine if I bought that back in […]Read More

About Our Lake Oswego 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, CA92262

(760) 606-0087

(760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598