In the ever changing world of finance, it can be overwhelming to determine the right investment choices for your personal goals. You worked hard for your money. Now let us work hard for you. Our personalized approach will save you time, money and frustration.
We do the research on investment performance.
Everything can be done online or in-person, whichever you prefer.
Our fees are not commission based.
No hidden costs. We are a fixed fee-based service.
No waiting on hold for the stockbroker that is never in.
No more wondering if the investments are in your best interest or your advisor.
Jerry has never wavered in his chosen financial career path. He graduated from Oregon State University in 1978. Then received his Certified Public Accountant License in 1980. After meeting the additional rigorous training and educational hours in 2009, he received the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.
To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?