Services for Families and Businesses

 

Individual and Family Strategies

Our team helps individuals and families create financial strategies that are future focused. We have helped people during different times of their life. Our advisors have experience in discussing financial topics like buying a home, starting a business, preparing for retirement, or creating a legacy and estate.

The people who we serve receive financial strategies that are tailored to their lifestyle and goals. We can work with individuals as they begin their savings and retirement plans. Our team of senior advisors can help families with more complex financial planning situations. We are passionate about helping people by serving as an additional financial resource.  

Wealth and Risk Management Strategies

We help people create wealth strategies that include a level of financial protection, and are based upon their personal savings and investment goals. We believe that part of any good wealth strategy should include ways to help protect people's savings, investments and other assets.

 

There are many life scenarios that can negatively impact a person's finances, such as fees and taxes, illnesses and disability. In addition to discussing topics like emergency savings and investment strategies, our team helps make sure people have the right type and amount of insurance coverage. We analyze the different areas of potential growth and risk to help our clients to be more financially prepared.

 
 

Business Planning

We help business owners create financial strategies for a number of different needs. Providing employee benefits and retirement plans can be highly important for small businesses. In situations with multiple business owners or partners, there should be an exit strategy in place for every person. 

We can help business owners plan for the future needs of their business, employees and their families. 

Retirement Planning

Planning for retirement is a process that takes time. Our team begins planning for retirement by creating a plan for protection, then savings and growth. The end goal is for our clients to have the income in retirement they desire, and that it lasts throughout their lifetime. 

Regardless of where your planning journey is starting out, our team can help an individual or family prepare for retirement.

 

Estate Planning

Estate planning is beneficial for everyone. Creating a plan to transfer a person's wealth can help preserve savings and assets. This planning allows for individuals to provide for the next generation of their family, or donate to charitable cause. 

Our team can help create a financial strategy that accounts for your legacy. We also collaborate with trusted professionals, like attorneys and CPAs, to provide financial expertise and help provide a well rounded estate plan.

Education Planning

Our team understands the challenges parents may face when they are preparing to send their child to private school or a university. We can help families prepare for the cost of school.

 

Our education planning services provide families with a financial strategy to help meet the family's educational goals, while helping to keep the parent's investment and retirement goals in balance.  

Office Hours:

Monday-Friday

8:00-5:00pm

Lake Oswego Wealth Strategies

5885 Meadows Rd. Suite 850

Lake Oswego, OR 97035

T (503) 221-1211

(503) 221-0493

Contact Us

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC. (www.SIPC.org) Supervisory address: 5885 Meadows Rd., Suite 850, Lake Oswego, OR 97035. (503) 221-1211. Lake Oswego Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.

 

Lake Oswego Wealth Strategies is licensed to sell insurance in: AK, AZ, CA, CO, FL, HI, IA, ID, MS, MT, NV, OH, OR, PA, TX, UT, WA and securities in AK, AZ, CA, CO, FL, HI, IA, MN, MT, MS, NJ, NM, NV, OR, PA, WA

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CRN202205-264551