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financial planning and retirement solutions since 1973. Our firm exists to provide individualized advice and strategiesservices, strategies, and financial products. We take tax considerations into account when designing plans and . We strive to provide comprehensive and personal service with uncompromising integrity

, we specialize in providing personalized financial planning and asset management services to successful families and high net worth individuals. We not affiliated with The Strategic Financial Alliance, Inc. (SFA). Jeff McClenning, CFP and Andrew Crane are registered representatives

clients achieve their long-term financial goals through customized and disciplined planning. Our Portland financial advisors are fiduciaries, so our specialists that are experts in financial planning and investment management, allowing us to create tailored strategies for each individual's

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Registrations* Business Formation* Document Preparation* Writing Business and Strategic Plans* Existing Business Plan and Strategy Review and Analysis* Management Consulting* Business Problem Solutions

is an RIA that provides financial planning and investment management services to individual and corporate clients. Our team of professionals guidance on a range of financial topics, including investments, retirement planning, tax strategies, estate planning, and more. By leveraging the expertise

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out by the National Association of Personal Financial Advisors (NAPFA). Members of NAPFA are required professional designations, participate in ongoing education, provide comprehensive financial planning, and commit to acting as a fiduciary.You to provide you with the best advice and service. We're here to help so