Asset allocation in Portland
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Our mission at Portland Financial Planning Group is to help you achieve the peace of mind that accompanies financial security. We provide a coordinated approach to addressing each client’s financial circumstance. We promote practical solutions and financial well-being in a collaborative relationshi…
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Based on our analysis, we develop your financial plan tailored to meet your needs. Your plan will be comprehensive and holistic, including investments, cash flow, budgeting, education funding, various insurance, retirement and estate planning tools to the extent appropriate for you.
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I established my practice in 1993, after working for 14 years in Big Five and major regional accounting firms. Quality advice and work productsuperior service personalized attention In-depth tax expertise and broad financial accounting experience enable me to deliver a wide range of important servi…