Get sound financial advice from Oregon financial planners who can help you create a portfolio of investments including stocks, life insurance, annuities and more. Plan for the future, or get help managing an out-of-date portfolio that needs updating. Whether you're looking to start investing or need help with long-term investments you already have, a Oregon financial planner is the best place to start.

If your Oregon business needs some sound financial planning advice, seek the help of a good business-oriented adviser. Create the right mix of retirement plans, group insurance or executive investments to meet the needs of your employee base. Let financial planners in OR help you make the right decisions when it comes to securing the future of your company and your employees with the following steps:

1. Interview Oregon financial planning advisers who offer a wide range of investment choices.

2. Look for an OR financial planner who can help you choose options that work best for your future

3. Find an adviser in financial planning in Oregon with experience in the types of investments in which you are interested.

Action Steps
The best contacts and resources to help you get it done

Seek financial planning in Oregon while considering the many options available

Look for a financial planner who provides a wide range of financial investment choices when it comes to investing. If you are starting from scratch, you'll do better to find a planner who offers many options so you can pick and choose in putting together a workable plan.

I recommend: Contact Smith Barney for all your financial planning needs in Oregon, or direct your planning needs to Daret Capital Management. With a wide range of financial planning options, the company can help individuals and businesses secure their financial futures.

Find Oregon financial planning firms that will be there for you in the future

When you're investing in your future, you want to work with someone you know will be there for you whether it's in five years or 50 years. Find financial planners who are eager to keep you as clients by working with you and keeping you well informed of all changes in your portfolio.

I recommend: Get advice from Griffon Financial Planning, or ask a question of Anne Seelye, Financial Advisor, to help you with your planning now and in the future.

Work with financial planners in Oregon that specialize in certain investments

If you've already got a good handle on your investment portfolio and financial future, but you are interested in expanding within a certain area, find a planner who specializes in that area of investments.

I recommend: Use Haven Financial Services to plan your retirement future, or find the right investments for today with this financial planning, Oregon-based advisor. If you're a doctor, Utley Financial Planning is specifically designed to meet the needs of financial planning for physician families.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  You should not expect any charges for an initial meeting with a Oregon certified financial planner to decide if he or she is the right match for you. If a planner asks for an upfront payment, he is not a legitimate financial adviser.