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Portland Office

5331 South Macadam Avenue

Suite 207
Portland, OR 97239

Useful Links

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Featured Content

<p>Year-End Charitable Gifting and You</p>

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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<p>Impact of Taxes and Inflation</p>

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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