Our Calendar

 

 

 

 

 

 

 

 

We've missed you!

 

As we all work our way into a new normal, we wanted to reach out to all of you regarding your portfolio reviews. We understand that not everyone is ready to meet in the traditional conference room way. We can also meet with you by phone or by zoom to review your portfolios, discuss your financial goals, conduct tax planning, as well as anything else you would like us to consider. Please call our office to set an appointment. 503-353-9700

We hope to see you soon!

 

 

Thank you,

Karen Day, EA, CFP®

Lisa Kachel, CFP®