Broker Check

Products & Services

The number of financial products on the market grows every day. So too does their complexity. Choosing the right one can be a daunting task.

We believe informed decisions about the products in any portfolio are best made after an assessment of individual needs.

After this assessment, you are better informed when the time comes to choose from a comprehensive suite of products and services to address your unique situation.

Some of the products and services we offer or work with:


  • Retirement Income Planning
  • Financial Needs Analysis
  • Insurance Needs Assessment
  • Investment Risk Assessment (Risk Number)
  • Investment Portfolio Review
  • PERS and Pension Income Forecasting
  • Tax Sheltered Investing


  • Traditional
  • Roth


  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities (Variable and Fixed)
  • Certificates of Deposit
  • U.S. Treasury Securities


  • Term Life
  • Flexible Premium Universal Life
  • Variable Life
  • Disability, Long-Term Care

Retirement Plans 

  • 401(k)
  • 403b and 403b(7) 
  • 457 Deferred Comp
  • Oregon Savings and Growth Plan
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