Trailhead Planners

Closed
Call
Website

Photos

975 SE Sandy Blvd Ste 150
Portland, OR 97214
+1 (503) 773-9682
https://www.trailheadplanners.com

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

Also at this address

Own this business?
See a problem?

You might also like

Real Estate Transition Solutions

Real Estate Transition Solutions

1
"I really like Real Estate Transition Solutions Very Professionals"
photo of Tony C.
Equitable Advisors

Equitable Advisors

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)
Mitch J Katzer, CFP

Mitch J Katzer, CFP

HistoryThe business started as a family office for our founder Gary Furukawa. It has grown on a referral basis since then. We have offices in Portland, Seattle, and San Francisco. Still 100% employee-owned and we (the employees) invest alongside our clients in the same strategies.SpecialtiesI take the time to understand my clients short and long term goals, needs, and wants. We collaborate to build a comprehensive financial plan (road map) to get there. My team and I solve problems for clients, providing them the freedom to focus on what truly matters. I work with other professionals in my clients' lives to simplify the process. We focus on principles of financial planning: tax, estate, philanthropic, and investment planning. In the investment planning arena, we focus on true diversification - not just stocks and bonds - by investing directly in real estate, hedged funds, and other unique ideas we find in the market. We are opportunistic and believe our clients should be as well, as long as it fits with the client's financial plan.
United States›Oregon›Portland›Trailhead Planners

Partial Data by Foursquare.