Temple Financial Services

Proactive Financial Management is a financial planning firm located in White Salmon, WA. We offer a wide range of financial services, including retirement planning, wealth management, tax, insurance, estate planning, and investment services. We have a team of experienced financial advisors who can help you reach your financial goals. We understand that everyone's financial situation is different, so we take the time to get to know you and your needs before we make any recommendations. We will work with you to develop a personalized financial plan that is tailored to your specific goals and objectives. We are committed to providing our clients with the highest level of service.

The advisor listed is an Ameriprise financial advisor in Portland. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture - cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.