Financial Planning

Our Philosophy

Our philosophy is simple:  it is our responsibility to help you make the best financial decisions possible.  Adherence to this philosophy requires a holistic understanding of your financial resources and goals, and a consideration of any perceived risks that may derail your objectives.

Our Process

As a firm, our focus is to understand your financial goals and help you develop a plan to attain them.  Only after we understand your goals and resources can we review and discuss any recommendations. Together we will implement a financial plan and monitor your progress.  This entails regular meetings to assess progress towards your financial goals and, when necessary, making any adjustments to your financial plan.

Since many factors may adversely affect your financial goals and plans, you are best served by Independent Advisors who are proactive and knowledgeable within the financial services industry.  WFA’s Independent Advisors are committed to staying up-to-date on relevant tax, estate, social security, wealth management, and insurance issues in order to provide you with the best financial advice.  And, as Independent Advisors, we have access to a large variety of investment products that will best serve your needs.

 

Investment Advisory Services, Financial Planning, and Wealth Management Services offered though Willamette Financial Advisors, LLC, an Registered Investment Advisor in the states of California, Idaho, Oregon, Tennessee, and Washington.
Securities also are offered through Centaurus Financial, Inc., member of FINRA and SIPC.
Willamette Financial Advisors, LLC and Centaurus Financial, Inc. are not affiliated. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.• 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97034 • (503) 747-0306.

 

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