Jorge Padilla

Tru Independence is a leading financial services company based in Portland, Oregon. With a team of experienced professionals, they offer comprehensive support and guidance to financial advisors looking to become independent. Tru Independence understands the unique needs and challenges of going independent and provides personalized solutions to help advisors achieve their vision. With a focus on confidentiality and a commitment to excellence, Tru Independence offers a range of services, including business valuation, strategic partnerships, and access to investment opportunities. Their dedication to helping advisors succeed has earned them a reputation as a trusted partner in the industry. Whether advisors are considering succession planning or seeking to enhance their client offerings, Tru Independence provides the expertise and resources needed to optimize independence.Generated from the website

David A. Lachowski, CRPS, ChFC, is a Vice President of Wealth Management and Senior Retirement Plan Consultant at UBS Financial Services Inc. in Lake Oswego, OR. With over 15 years of experience in the software and high-tech industries, he offers a keen perspective on the challenges faced by business owners, entrepreneurs, and executives, leveraging a disciplined wealth management process tailored to each client's needs. His approach emphasizes clear communication and education for clients regarding their qualified retirement plans. David holds a Bachelor of Science in Economics from Oregon State University and is committed to helping clients define their priorities and pursue their financial goals through a structured planning process that encompasses liquidity, longevity, and legacy strategies. Generated from the website

James J Paulk in Portland, OR, is a diverse insurance company offering a wide range of products and services to meet various needs. From personal insurance like renters and life insurance to business insurance covering farm and ranch policies, they cater to a broad spectrum of clients. The company takes pride in its comprehensive approach, providing coverage for auto, collector cars, and recreational vehicles. Additionally, they offer specialized products like annuities, health/disability insurance, and pension risk transfer, demonstrating a commitment to meeting diverse insurance needs. With a focus on customer service and financial security, James J Paulk aims to provide reliable insurance solutions through their various companies. Whether it's answering inquiries or processing claims, they strive to ensure that clients receive the assistance they need promptly and efficiently. Generated from the website content