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+1 503-688-7288
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| 14900 SW 139th Ave, Tigard, OR, 97224 | |
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1.3 miSouthwest Pacific Highway & Royalty Parkway
1.3 miSouthwest Pacific Highway & Beef Bend
1.4 miSouthwest Pacific Highway & Bull Mountain
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Specialties
Financial Planning
History
Established in 2002.
Independent investment advisor representative since 2002 with over 25 years of experience.
Meet the Business Owner
Jordan G.
Business Owner
Over 25 years in the financial planning field.
Master’s Degree in Financial Services.
Industry designations held: Certified Financial Planner™, Certified Mutual Funds Specialist, Life Underwriter Training Council Fellow, Chartered Life Underwriter, Chartered Financial Consultant.
We are distinct from other firms in that we pay special attention to income tax reduction strategies to provide the highest net benefits for our clients.
