Genesis Capital Funding

Trailhead Planners is a team of proactive financial planners and fiduciaries who provide comprehensive wealth management services in Portland, OR and Minneapolis, MN. They offer personalized retirement planning strategies with a focus on tax optimization, helping clients navigate the complexities of estate taxes and minimize their lifetime tax bill. With a deep understanding of the ever-changing tax laws and a commitment to socially responsible investing, Trailhead Planners create robust and flexible financial plans that align with their clients' values and aspirations for a sustainable future. By combining analytical rigor with a philosophy of care, Trailhead Planners guide their clients through the financial planning process, delivering custom-designed tax-savvy plans and providing ongoing wealth management services to ensure their clients stay on track towards their financial goals. With a dedication to client satisfaction and an annual trail safety and assurance experience, Trailhead Planners prioritize the well-being and peace of mind of their clients, allowing them to enjoy their retirement years without stressing about the details.Generated from the website

4 Plus 1 Investments LLC is a boutique investment firm based in Portland, Oregon. Specializing in a diverse range of investment opportunities, the company offers tailored financial solutions to its clients. With a focus on strategic planning and personalized wealth management, 4 Plus 1 Investments LLC aims to help individuals and businesses achieve their financial goals. Committed to transparency and integrity, the firm provides expert guidance in navigating the complexities of the financial market. Generated from their business information

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portland, OR area, Adina Flynn will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.