PROFESSIONALS YOU CAN TRUST
We offer Second Opinions on Financial matters and recommendations to working professionals all based on 50+ years of experience in wealth management. We do not sell, trade, manage or otherwise represent clients in financial matters. But we do evaluate wealth managers and can tell you who to trust.
INVESTING PLANS TRUE COST ANALYSIS
Get investment counseling in Portland. Know what your current plan or a proposed plan really costs you. Too often, the person planning for you gets a commission on the recommendation or continually buys and sells charging fees each time. Get an investing second opinion from Chuck Jones. Call today
Complete review of the plan you have in place including investments, insurance, risk management, estate plans and tax implications. Incorporates Life planning vs your current plan.
LIFE PLAN VS FINANCIAL PLAN
For people that prefer not to look at maintaining a life style in retirement but rather look for a way to achieve the lifestyle of their dreams. A deep look into your desires compared to what you’ve been sold.
Chuck's sage advice
Here's the deal: This little gem is chock full of suggestions that can save you hundreds if not thousands. You pay the handling & shipping and it's yours FREE.