Welcome to Freedom in Retirement

We’ll help you pursue your retirement goals and dreams, whether you’re looking for guidance with your pension, 401(k) or personal savings.


Don’t let a down market delay your retirement!

Market downturns are inevitable — which is why you should plan for them from the beginning. This 8-page guide helps lay out everything you need to know, including:

  • Learn how well the S&P 500® has performed through bear markets and downturns since 1928 (It’s encouraging!)
  • Discover 4 general guidelines for down market moves
  • Read the 1 thing that gave 73% of survey respondents greater financial confidence

Our Investment Philosophy

You’ve worked hard for your assets. We’re here to help you protect them.

Are you ready to achieve freedom in retirement? Contact us to get started today!

Holistic Planning

We use a comprehensive approach to incorporate and coordinate the most essential elements of your money — investment advising, income tax strategies, retirement planning and estate planning.

The SWAN (Sleep Well at Night) Process

Our process was designed to address your total financial well-being.

Know the Difference: Fiduciary vs. Non-Fiduciary


Our Fiduciary Advisors

Must disclose any potential conflict of interest

Non-Fiduciary Advisors

Can make excessive trades to earn more commission


Our Fiduciary Advisors

Are required by law to work in your best interest

Non-Fiduciary Advisors

Can invest your money with themselves in mind


Our Fiduciary Advisors

Are not bound to any specific institution or product

Non-Fiduciary Advisors

May be required by their firms to sell you one type of product — even if it’s not right for you

Attend our upcomingLive webinar

Attend one of our informational webinars to learn more about retirement income strategies, wealth management and more.

Upcoming Webinars:

July 14
Social Security Seminar – Clackamas, OR
6:00 pm | North Clackamas Aquatic Park