Who We Serve
Whether you’re nearing retirement age or in retirement already, we can help you develop a plan designed with a goal to retire with confidence, maximize your distribution strategy in the most tax-efficient way and help you retire on your own terms. Our firm is especially knowledgeable with distributions from employer retirement plans including government and business.
Women in Transition
Life happens, you’re suddenly single and it’s all up to you. You need a trusted partner to help you through these times of uncertainty. Our team is passionate about helping educate women to make wise choices for their financial futures. Our founder, Julia Carlson, has been awarded the Women’s Choice Award for her strong commitment to our female clientele.
Dave Ramsey Enthusiasts
Our firm has been a Dave Ramsey Endorsed Local Provider since 2008. Dave knows we’ll treat you the way he would: with the heart of a teacher, not the attitude of a salesman. We are big fans of Dave Ramsey and are proud to partner with him as a SmartVestor Pro (formerly Endorsed Local Provider) for the Portland/Vancouver metro area, the Willamette Valley, Central Oregon, the Oregon Coast and everywhere in between!
Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Financial Freedom Wealth Management Group or LPL.
You’ve built a successful business and now is a perfect time to establish an exit strategy. The most tax-efficient exit plan often takes multiple years to execute. Our firm is passionate about helping business owners reap the rewards of all their efforts. We can help you evaluate your options, assess your financial readiness and create a plan to exit your business on your terms.
Contact us today to schedule an appointment!