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

Investment advisory services are offered through WBH Financial Services, LLC (“WBH”) an investment advisor registered with the State of Oregon.  Such services are only provided where WBH is properly registered or exempt from registration and after clients have entered into an Investment Advisory Agreement confirming the terms of the advisor client engagement and have been provided a copy of WBH’s ADV Part 2A brochure document.” 
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable.  However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Brent Speaks on Long Term Care


What are My Options When it Comes to Long Term Care?

We will:

  • Discuss how to estimate the cost of a long-term care incident.  
  • Identify three methods of paying for the expense; self-funding, shared funding and full funding.  
  • Explore how much Medicare will cover for long-term care expenses.
  • Look at qualifying for Medicaid.  
  • Discuss some of the hidden costs of long-term care; being a care giver and elder abuse.

Call today to schedule Brent to speak to your group.
In the Portland Metro:  503 699-9200
or Toll Free at:  888 699-9201


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