We are an Oregon Fee-Only Registered Investment Advisor specializing in construction of fixed income portfolios for retirees and pre-retirees who want to generate income, while reducing taxes and market volatility.
Details: As a fee only fixed income and bond specialist in Beaverton, Oregon, I will design a portfolio of high quality individual bonds and CDs that will provide you with a consistent cash flow tailored to meet your financial situation.
To further reduce your risk, I can help you choose bond strategies that will preserve your principal while minimizing taxes and the impact of inflation.
URL: www.pdxfis.com
Category: Investment
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