C A L L (503) 692-9643
For a Free Consultation


10 - 10 - 10 - 70 RULE
10% - Tithing (or Charity)
10% - Long Term Investment
10% - Savings
70% - Live On
Everything we do is rooted in this fundamental principal.

-401k & 403b Rollovers – Protect your 401k & 403b from creditors and any other losses!
-Annuities / IRA’s – Guaranteed returns, low risk!

Life Insurance
-Lowest Rates available! A+ rated companies!
-Term Insurance- Lowest costs available! Purchase low cost term and invest the difference!
-Permanent Insurance- Most life insurance is expensive Whole Life. We have a variety of long-term life insurance choices to best suit your needs including the popular Equity Indexed Universal Life which gives upside potential and downside protection. We have products that have averaged high returns for 20 years! With this option, you can accumulate 3 times more wealth!

College Planning
-Invest in your child's future! Is a 529 plan right for you? How would you like to have your child's education paid for by the time they are 18 years old?

Retirement Planning
-Only 5% of Americans can retire financially independent! Be one of them!
-Traditional sources like Pensions and Social Security have not kept up with the cost of living.
It's never too late to get a nest egg!