Rely on our training, rigorous certifications and 70+ years of combined real-life experience working with people like you – people looking for balance and a partner for their financial journey. We understand life and financial goals are about balance – risk and reward, now and the future. We’ll listen and guide. Advise and discuss. Count on our independent financial advisors to listen intently, give you straight answers, and blend technical analysis with real-life experience. From retirement and estate planning to financial management, our financial advisors, Mike Radakovich, Bill Fisher and J.T. Greenwood have the experience to guide you to the right balance. Visit our website for more information or stop by our office in Portland’s historic Multnomah Village. Or give us a call at our Portland, Oregon, Danville or San Jose, California office. Let’s talk about your financial goals – we’ll have the coffee ready.