Is WFA Right for You?

Not everyone may be a good fit for Willamette Financial Advisors, LLC.  We are not interested in large quantity of clients – rather, we seek to serve a distinct subset of clients.  Our ideal clients:

  • are serious about setting and achieving long term goals
  • are aware they need help with financial matters and areis willing to accept advice
  • do not obsess over day to day market fluctuations.
  • are more interested in reaching or exceeding goals than in “out-performing” the market
  • may be experiencing a life-changing events with substantial financial consequences, such as:
    • Retirement
    • Divorce
    • Inheritance
    • Death of a Spouse
    • Settlement of a Law Suit
    • Sale of a Business
  • may be seeking strategies to minimize tax burdens
  • often wish to mitigate this risk and protect assets
  • may wish to leave a financial legacy to children, other heirs, or charities

If you fit into one or more of these categories, or if you'd just like to have your current needs assessed, we are happy to provide a complementary consultation.  Contact us.

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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