Financial ServicesGold Members
Hours:
Monday-Friday 8AM–5PM
Saturday/Sunday Closed
Driving Directions:
Located off of Sequoia Parkway (Tigard/Portland), off of the Carmen Drive exit of I-5.
Financial Investment Team (FIT) takes a three-tiered approach to wealth management, integrating Comprehensive Financial Planning, Direct Investment Management, and In-House Tax Planning & Filing to create a fully coordinated financial strategy. Our mission is to serve as your most trusted advisory team, providing tailored, flexible financial solutions designed around your goals.
Our Three-Tiered Approach:
1) Comprehensive Financial Planning – A customized roadmap built around the 11 Wealth Management Strategies, ensuring every financial decision aligns with your long-term vision.
2) Investment Management – Direct asset management designed for tax efficiency, risk-adjusted returns, and strategic portfolio construction.
3) Tax Planning & Filing – In-house tax services that integrate with your investments and financial plan, proactively managing liabilities and maximizing after-tax wealth.
Niche Areas of Focus:
-Business Owner & Executive Planning – Retirement plans (401(k), SEP, Cash Balance), equity compensation strategies, and business succession planning.
-Private Wealth & High Net Worth Individuals – Advanced estate planning, alternative investments, and portfolio tax efficiency.
-Retirement & Income Distribution Strategies – Roth conversions, tax-efficient withdrawal sequencing, and planning for long-term care.
-Tax-Smart Investment Strategies – Capital gains harvesting, tax-loss harvesting, and charitable giving strategies.
