The Fine Print

Fees and charges are an important aspect of your money and our ability to help you pursue financial independence. We respect the fact that it is your money, and therefore our fees are clear and competitive.

Our primary goal is to serve you. If our costs are prohibitive, we will work with you to find solutions to meet your needs.

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Talk to us today to start planning for the life you want tomorrow.
We’re ready to listen at
971-317-7011, Ext 1

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers maybe made or accepted from any resident of any other state.