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Portland Office

5331 South Macadam Avenue

Suite 207
Portland, OR 97239

Products

Accumulating wealth is a journey, one that takes persistence and focus.

At Water Tower Financial, we offer a wide variety of products to provide our clients with the resources they need for a successful financial future. Reaching your destination can mean a better life and security for you and your loved ones. We are committed to supporting you along the way.

Client Centered

Retirement Plans 

  • 401(k) Plans (with Roth, Safe Harbor, Match or Solo 401k)
  • Profit-Sharing plans
  • Defined Benefit plans
  • 403(b) plans
  • 457 Deferred Compensation plans

Individual Plans

  • Brokerage accounts 
  • Traditional IRA 
  • Roth IRA 
  • Annuities (Fixed, Indexed, Variable) 
  • Advisory accounts 
  • Estate Accounts 
  • Inherited Accounts 
  • College 529 Plans 
  • Life Insurance 
  • Long Term Care Insurance