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Our greatest joy is helping partners realize their goals under management.
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Find out how we approach Estate Planning for individuals families and partners. 

Learn why attorneys send people just like you to us for a financial review before all the legal formalities.

Lake Oswego 503 699-9200

Toll Free 888 699-9201

Most financial planners are interested in

assets under management.

We help get your goals under management.

Enjoy the benefits of Estate Planning now.

We believe that estate planning is about supporting those you love.

It is about a gift program to help a grandchild pay for college, funding a nature park in your community or donations to fight cancer, Alzheimers, MS or other diseases. It is about defining how and when you spend your “Social Capital” rather than leaving that decision to the tax man.

In our view estate planning is not about dodging taxes. It is not about the preparation of lots of legal documents.

It is about you. You worked hard to build your wealth. You accomplished a great deal to accumulate that "social capital".  How do you want those assets put to work once you no longer need them?

As we see it, estate planning is for individuals, families, you and your partner.

Yes, it can be about defining your legacy, the way in which you want to be remembered. But it is more about the choices you can make now to have a positive impact on the world around you. It is about taking decisive action to insure that the individuals and institutions close to you are supported as you see fit.

We believe the financial aspects of estate planning should be considered before the legal formalities.

 For us, the primary questions revolve around your plans for the wealth you have accumulated. We can help you navigate the legal process because we understand the financial implications and the tax complications. We understand the legal instruments and the impact they have on your finances.


Call us today or direct your attorney to call to discuss the financial aspects of your estate planning.

Most financial planners are interested in

assets under management.

We help get your goals under management.

Lake Oswego 503 699-9200

Toll Free 888 699-9201