My
firm, near Portland, Oregon, was founded to provide
financial services to individuals, families and small
businesses that want personalized, friendly expertise
and service.
I bring a unique blend of strengths to the field of
financial services with my expertise in socially responsible
financial planning and client centered planning. My
firm is a member of the Progressive
Asset Management Network and First
Affirmative Financial Network. Offering a full range
of financial products and services, I believe financial
planning should be a top priority for individuals, families
and small businesses. My specialties include:
SOCIALLY
RESPONSIBLE INVESTING
Helping interested clients link their financial goals
with their personal and social core values and goals.
This is often referred to as stewardship investing or
socially responsible investing and planning.
CLIENT
CENTERED PLANNING
Providing information about investments and
planning opportunities so that clients can make informed
choices. Many of my clients appreciate the educational
aspects of my services.
I am committed to the mission of helping clients achieve
their financial planning and stewardship objectives
while delivering a high level of client service.
SMALL
BUSINESS EXPERTISE
Expertise regarding the various retirement plans
and other programs that strengthen small businesses
and make them attractive to employees.
PLANNING
Tax planning, retirement planning & estate conservation.
Because many people regard financial planning as complex
and confusing, they often miss out on many potentially
rewarding financial opportunities. They also take unnecessary
risks and fail to adequately protect their assets.
That's where I can help. My goal is to take the mystery
out of investing, managing risk, preparing for retirement,
and preserving your wealth.
By helping you acquire the information you need to
pursue your financial objectives and core values, I
establish long and trusted relationships with my clients.
Please contact me for more information: 503 656-1644.
MMA
In addition to my socially responsible financial planning
and investment services I are able to provide several
additional financial tools for Mennonites, Quakers,
Mennonite Brethren and other Anabaptist groups and clients
. Such individuals and groups qualify for participation
with MMA(Mennonite Mutual Aid), a fraternal organization.
For more information on these products and services
that I provide on behalf of by MMA please email
me or visit MMA's
website. |
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My
commitment
is to help clients reach their financial goals while
promoting their core values.
Often these values include peace, justice, responsible
business management, stewardship of the environment
and avoidance of certain products, industries or business
practices.
I use proven methods to help clients identify their
values and financial priorities and stay on track.
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