Welcome to Freedom in Retirement

Schedule your complimentary consultation today!

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:

June 23
Social Security Seminar – Portland, OR
6:00 pm | Taborspace
June 30
Social Security Seminar – Oregon City
6:00 pm | Stone Creek Golf Club