We have specialized in retirement planning for Oregon Public Servants so that our clients only have to retire once.

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As your advisor, our job is to give you answers to your financial questions, in plain English, so that you can make educated and informed decisions about your retirement.

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This website will walk you through our no-cost, no obligation process for showing you exactly how our team can help make your retirement a success and why we will insist that you Sleep On It before making a decision.

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As we are not the right fit for everyone, learning our process will also give you a framework by which to evaluate other firms you may be considering.