Call Us: (503) 620-3531

Initial Consultation

Initial Consultation, Initial Consultation
Should you decide to check our services and book a FREE consultation with our company, we will provide you a package of materials containing necessary tools to get you started. For one, we will send you our Investor Awareness Guide to get you started on the education process. We believe that financial literacy is essential to investment success and so we start off by providing you with educational materials. We frequently have people tell us that they feel like they are reading their own history of investing mishaps when they go through the booklet. They often say they wished they had learned those lessons sooner. At the end of the guide there is a brief 20 question quiz that we ask everyone to go through. This gives us a sense of what you know and what you need to learn more about. When you come in, we’ll review some of your current investments to determine if there are any areas of concern. If there aren’t, we’ll tell you; if there are, we’ll give you steps you can take to get on the right track. We believe that educated investors are confident investors. You don’t have to know everything, but we have found that ignorance is not an option when it comes to your financial future.


  • Is some or all of your money at risk?
  • Are you concerned with market volatility?
  • Do you have enough money saved for retirement?
  • Who would fund your retirement or take care of you if you are unprepared?
  • Do you want your principal protected in case of an emergency?

If just one of these items are a concern you need to call us NOW at (503) 620-3531