Our Services



We specialize in working with those within 5 years of retirement or already retired and have worked extensively with Oregon PERS employees.  







Having a financial plan in place is the first step toward financial independence. However, we recognize that changes in life, anticipated or not, may require some reworking of your financial goals.  We will continue working together to review how these changes affect your financial goals and how to keep these goals in tact.




Everyone’s economic and life situation is unique, and we keep that in mind when providing financial advice. We believe that personalized service is essential in building a financial plan focused on your specific needs.  By dedicating ourselves to learning about your personal goals and circumstances, we are able to match clients with appropriate financial products and services



Insurance is an integral part of a healthy financial picture.  As licensed insurance agents, Suzanne and Kadi carry experience and expertise to help you navigate through the options.  Whether it's life or long-term care insurance Suzanne and Kadi can help prepare you for your family's future.





As specialists working with those retiring from Oregon PERS (Oregon Public Employees System), we will guide you through the process step by step.  We have a vast knowledge of the Oregon PERS system and pride ourselves on helping clients determine better investment opportunities for their individual retirement.