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2 Lincoln Center
10220 SW Greenburg Road - Suite 330
Portland, OR 97223

(800) 701-1062

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Our Mission

  • Endeavor to know and understand your financial objectives and then provide you with the highest quality information, service, and products to help you reach your goals.
  • Our commitment to our clients is based on the relationship we form with them, both professionally and personally.
  • Provide frequent, consistent contact with our clients to educate and inform, so that proper decisions can be made going forth.
  • Engage with our clients on a regular basis as a result of the numerous social events we host during the year.
  • Offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.