OUR NEXT WEBINAR

"How To Rollover Your 401(k)

and Lump-sum Pension Tax-Free" 

Tuesday, September 22nd at 6pmPT from wherever you are!

Learn about the things you can do with your 401k, from the man who wrote the Amazon Best Seller book on it!

CALL TO LEARN MORE 503.579.1000

20

of industry experience and his passion for helping others have resulted in international recognition in the financial community. Learn what makes Tim love what he does.

over

years

Watch Tim Clairmont's Speech

at the Million Dollar Round Table

As Seen In...

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™

WE DELIVER THE MESSAGE, SO IT'S NICE AND CLEAR

HOW CAN WE HELP?

Podcasts, articles,

and more!

There's An App for That!

Learn financial principles that can quickly be implemented to help create your unique vision of Happiness.

MANAGED MONEY PORTFOLIOS

Our portfolios are designed to help maximize your investments and are completely customizable to help meet your specific needs and goals.

®

ClearFP

Employs Modern Portfolio Theory to develop a strategic buy-and-hold asset allocation, placing special emphasis on how investments work together.*

​

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ALPHA

Combine efforts with top industry money managers to provide a more detailed scrutiny of security selection, asset allocation, and market timing. 

Designed with the socially responsible investor in mind for those who want their dollars to have a positive impact on the world.

Financial Expertise is Only a Call Away

 Our network of diverse financial professionals is ready to answer all of your questions!

Courtney has over ten years of wealth management experience and is dedicated to helping her clients achieve their personal financial goals. She provides assistance with investment management, retirement planning, college savings and life insurance. 

Aaron Hessel J.D.,

Wealth Advisor

Aaron is a licensed investment advisor representative and estate planning attorney. Through his two separate businesses, Aaron has the ability to seamlessly integrate his clients' financial, business and estate plans.

Howie Hopkinson,

Wealth Advisor

Howie has know-how and products to help you manage your family’s risks, no matter what stage of life you are in. He's here to listen to your concerns and help you choose coverage for everything from home, auto, collector cars and life to farms and businesses. 

With over 20 years of experience in financial services, Lori is dedicated to developing lasting relationships with all of her clients. She serves business owners, pre-retirees and retirees.

We value our clients and strive to always provide the best level of service. Depending on client level, we offer educational workshops, review appointments, and opportunities for you to invite your friends and family to join.

™

Diamond

• Quarterly review appointments focusing on investment performance, estate planning, insurance review, and tax strategies

• Invitations to exclusive Diamond level events

• Invitations to Ruby and Opal level events

• Invitations to educational workshops

• Monthly financial and economic educational mailings 

• Weekly economic updates via email

$1,000,000+ Invested

Ruby

• Semi-annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies

• Invitations to special Ruby level events

• Invitations to Opal level events 

• Invitations to educational workshops

• Monthly financial and economic educational mailings

• Weekly economic updates via email

$500,000+ Invested

Opal

• Annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies

• Invitations to special Opal level events

• Invitations to educational workshops

• Monthly financial and economic educational mailings 

• Weekly economic updates via email

$250,000+ Invested

Pearl

• Annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies

• Weekly economic updates via email

Less than $250,000 Invested

Every month we select one organization with an important cause to help them raise awareness and funds for the incredible work they do!

Help us fill the Give-O-Meter!

Make a donation to this month's charity or share our progress on social media.

ARE YOU ready to ELEVATE Your

FINANCIAL ADVISING PRACTICE?

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