Wealth Advisory Solutions: *Retirement planning (Individual, 401k, Defined Contribution / Defined Benefit plans) *Investment Management, Asset Allocation *Estate & Trust Services, Legacy Planning *College Planning (529 Plans, Custodial Accounts, UTMA Accounts)

rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk

, Defined Benefit, Defined Contribution, and Cash Balance. We also offer technical seminars to accounting and financial professionals, covering topics like Defined Benefit Plans

unique approach to finding the most suitable benefits solution for your business. We start byyour employees and their families. With robust benefits packages, you can attract and retain your benefits package. The plans include: Small Business Group Traditional and Non-Traditional Cross Border Defined Contribution Life

comprehensive assistance regarding your union related pensions and benefits, defined contribution plan, health and welfare, and retirement funds. We are

market. We offer both private and exchange plans. Portland Benefits Group has been featured on KATU Newshandle individual and family health insurance, employee benefits, defined contribution health plans, Health insurance subsidies, dental insurance, life insurance supplements and Medicare Part D Advantage Plans