Income Tax Preparation

We provide tax preparation services to individuals and businesses. We are available year-round to answer tax questions and perform any needed analysis. 971-279-7788

Retirement

We will work with you to help you achieve the main retirement goals: Create a stream of sound income to meet living expenses, protect retirement savings and leave a legacy to the family or charity.

Tax Planning

Many life events are also accompanied by tax implications. If you find yourself in one of these situations and need advice, give us a call.

Life Insurance

Insurance is a big part of managing the risks that threaten your family and your business. Helping you find the best protection is our passion.

Wealth Management

We’ll build for you a custom diversified portfolio based on your risk tolerance, goals and time frames. Our investment management includes annual/quarterly review, periodic rebalancing, and informational support surrounding risk and return principles.

Health Insurance

As an independent insurance agent, we can find the most competitive priced coverage.