576 Pacific Way
Gearhart, OR 97138

(503) 717-5512

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Services

We work with a high percentage of pre retirees between ages 50-65 looking for direction and financial planning. This group of individuals are looking for a clear road map to retirement and are focused on their goals and looking for ways to help protect what they have accumulated. We offer a number of management solutions, including active 401(k) asset management services for clients looking to have their assets inside their work base plan managed.