Oregon Wealth Management

Handy & Reagan LLC is a family-owned CPA firm based in Lake Oswego, OR, serving local business owners, executives, investors, and professionals since 1972. They offer a range of tax, accounting, and investment advisory services, helping clients optimize their financial goals and achieve peak performance in their businesses. With a commitment to providing professional personalized service, Handy & Reagan LLC specializes in tax planning, compliance, and preparation, ensuring clients take full advantage of all deductions and credits. They also offer accounting services to safeguard personal assets and optimize hard-earned dollars, as well as investment advisory services through their sister company, Handy Company Financial Advisors, Inc.Generated from the website

Pacific Coast Investment Advisors, based in Lake Oswego, OR, is an independent Registered Investment Advisor (RIA) that prioritizes fiduciary responsibility, ensuring their clients receive financial advice that is always in their best interest. With over 15 years of experience, their team specializes in personalized wealth management, investment portfolios, and comprehensive financial planning tailored to meet the unique goals of each client. As a Fee-Only advisor, Pacific Coast eliminates conflicts of interest by solely relying on the fees charged for their services, ensuring transparency and independence in their advice. Committed to cultivating strong client relationships, they guide individuals through life's financial challenges while actively managing their investments for long-term success. Generated from the website

SpecialtiesResource Financial Planning, Inc. is a team of financial advisors who are dedicated to helping families and individuals achieve their financial dreams.At Resource we help people consolidate, coordinate and simplify. Many of our clients lead hectic and demanding lives and haven't the time or inclination to organize and manage their financial matters and investment portfolios. They have come to us with 401(k)s, IRAs and other accounts that have been randomly established without a coordinated strategy. Some have changed jobs and don't know what to do with their existing retirement accounts. Other people want to know if they are on track to retire with the lifestyle they desire. Here at Resource, we take a comprehensive look at your individual situation and help you put your financial house in order.