1600 SW Western Blvd, Ste 270
Corvallis, OR 97333
(541) 758-8090 phone
(888) 758-8090 toll-free
(541) 758-8099 fax
Email Us
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We offer the following services:
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Portfolio Analysis and Reviews
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Investment Management
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401(k) and PERS review and analysis
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Risk Tolerance and Asset Allocation Reviews
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Retirement Planning
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College Education Funding
We generally work on a fee basis, which offers the following advantages:
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No commissions
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No conflict of interest regarding advisor compensation
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No sales pressure
This makes us an objective partner in your financial success, guided by your goals and not influenced by commissions.
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