Pat Costello

Lifelong Wealth Management is a financial advisory firm located in Lake Oswego, Oregon. They believe in challenging the financial norm and creating a comprehensive plan that bridges their clients' relationship with money and values. Their team of experts focuses on understanding their clients' goals and developing personalized financial strategies that meet their specific needs. With a commitment to helping clients live their dreams, Lifelong Wealth Management offers services such as portfolio management, retirement planning, estate planning, college savings, tax strategies, insurance planning, business finances, and mortgages. They strive to make their clients' wealth meaningful and provide guidance in making better financial decisions. Generated from the website

Bookkeeping Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. We also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by your office for accuracy. Tax Preparation Using knowledge of federal, state, and local tax codes and publications to prepare business tax returns and make sure that our clients do not pay unnecessary taxes. Notary Public Notary public services will include the administration of oaths and affirmations, taking affidavits and statutory declarations, witness and authenticate the execution of certain classes of documents, and shall provide notary copies. Exit Strategies Combining the strengths of WFS LLC with Because Business Resources, an exit plan can be developed to help make retirement a true success. Legal Services At some point in life an attorney becomes a must. WFS LLC has the resources to point you or your business towards a less expensive tool for this need.