Oregon public servants & their Families
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We specialize in unique planning involved with being an Oregon Public Servant, their partner, children and parents. Whether you currently work, or used to work in a position in the PERS or FPDR pensions, we specialize in your unique benefits that are critical to coordinate with your investments, insurance, and tax planning.
diligent saver
While many of our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $100,000 outside the pension.
retired or close to it
While it is not a requirement, we specialize in people who are retired or very close to it (typically 5 years or fewer). This allows us to tailor our service and expertise to the unique needs of retirees.
Looking for a trusted advisor
Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.