Planned Dollars Concepts

Consolidated Financial Management is an independent financial planning firm based in Beaverton, Oregon, specializing in serving the unique needs of high net worth corporate executives. With a focus on executive compensation plans, they help clients understand and maximize their benefits, providing ongoing support and guidance to work towards their financial goals. With a limited client base, Consolidated Financial Management offers a warm and personalized high-touch service, treating clients like family. Their experienced team of professionals is dedicated to providing comprehensive financial planning, investment management, and financial independence analysis, ensuring that clients can confidently navigate their financial journey.Generated from the website

Willamette Financial Advisors, located in Lake Oswego, OR, is an independent, fee-based financial advisory firm dedicated to serving individuals, families, and businesses nationwide. With a focus on client-centered relationships, the firm emphasizes a holistic approach to financial planning, investment management, and retirement strategies. Celebrating diversity and transparency, Willamette Financial Advisors aims to provide clarity and confidence in navigating complex financial landscapes. Their commitment to comprehensive advice is driven by a client-first philosophy, establishing trust through active listening, education, and proactive guidance. Generated from the website

Financial Freedom Wealth Management Group, located in Salem, OR, is a dedicated team of financial professionals offering a range of services to help clients pursue financial freedom. With a commitment to optimizing tax situations and maximizing legacies, they strive to help individuals retire confidently. Through their connection to LPL Financial, a registered investment advisor, Financial Freedom Wealth Management Group provides personalized financial solutions tailored to each client's unique needs. Their team of experts offers inspired wealth management, insightful newsletters, and client-focused consultations to guide individuals towards their financial goals. Generated from the website