(503) 941-5925 | M/W/F Ext: 101
| T/TH Ext: 301
My primary focus includes working with my clients to design a personal financial plan based on their life goals. By following this strategy, I can help my clients focus on becoming more confident in managing their financial objectives. Our approach to finances is designed to provide solutions to both answer our clients every day and long-term financial questions while personalizing their decisions to meet the needs of high net worth individuals and small business owners. ROI Financial continually monitors progress toward all our client’s financial goals and organize their plans based on changes in market conditions and individual situations.
Our services include personal financial planning for retirement, retirement income strategies, retirement plan distribution, investments, tax management strategies, protection planning/family security, cash flow management strategies, education funding, estate planning strategies, and small businesses and divorce financial service.
As your investment advisors our goal is to empower all our clients with a solid, actionable financial plan allowing them to enjoy and active and successful retirement—on their own terms. I will put my knowledge to work for you developing investment, tax planning, and estate planning strategies—all aimed at maintaining your financial independence and lifestyle. You’ve worked hard. Now, as retirement approaches, it’s your turn to redefine the second half of your life.