Overview

Financial planning can be a complicated process.  At a minimum it involves a comprehensive analysis of financial resources and goals, current and projected income, expenditures, and debt, and potential risks that will affect your financial goals and estate plans.  Pressing concerns often include meeting one’s future retirement income needs, and how to coordinate income streams from individual retirement plans with social security, public and private pension income in the most tax-efficient manner.  Secondary to these issues, but also important, are choosing what investment products, assets, and asset allocations will best meet your needs to attain your financial goals.  This process can be complicated, especially when market changes can affect your liquid and real assets, and your net worth.  Informed decisions are best made after an assessment of individual needs.  With this in mind, the following represents a short list of areas where advisory assistance from Willamette Financial Advisors, LLC can be most helpful.

Personal Financial Planning

Business Financial Planning

  • Qualified pension and profit sharing plan analysis
  • Non-Qualified Retirement Plans
  • Business succession planning
  • Tax management strategies
  • Charitable giving strategies

Investment Advisory Services

  • Fee-based brokerage services
  • No-load mutual fund and ETF portfolio management
  • Private money manager search

 

Financial Planning, Investment Advisory, and Wealth Management Services offered through Willamette Financial Advisors, LLC, an independent Registered Investment Advisor with the United States Securities and Exchange Commission (SEC).  This registration does not constitute an endorsement of Willamette Financial Advisors by the SEC, nor does it indicate that the Advisor has attained a particular skill or ability. • 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97035 • (503) 747-0306.

 

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