Surround yourself with the right team of professionals
Northwest Financial & Tax Solutions works with independent professionals in related fields from across the Portland Metro area. There is often strong cross over between discussions about retirement planning and various other aspects of individual’s financial lives. Clients are not required to utilize any of our business partner’s services. Our goal is to work with the best of the best to make sure our clients think more of us after visiting with one of our business partners.
Life and Long Term Care Specialist
Northwest Financial & Tax Solutions
Clarissa is our resident specialist in life and long term care. She seeks to find the best rates and policies for her clients. She works closely with our advisor team to ensure solutions fit their unique needs.
US Tax Centers NW
Deane does tax planning and preparation for individuals and businesses. He has a passion for tax planning, and has many years of experience working with a wide variety of clients with a broad range of taxation issues for individuals and businesses, including rental properties, complex K-1s from pass-through entities, and complicated brokerage statements.
Estate Planning Attorney
Kell, Alterman & Runstein, L.L.P.
Bob is one of the managing directors in the estate planning division of Kell, Alterman & Runstein. He focuses on estate planning, probate law, trust administration, asset protection, and corporate transactions.He has been practicing law for over 20 years. He believes strongly in treating each of his clients with the same respect, regardless of whether their estates are worth millions or thousands. He prides himself in being able to combine big-firm resources with small-firm service. He is the author of Last Wishes, a practical how-to book on estate planning.
Insurance Agent- Home, Auto, P&C
Matt has been in the mortgage lending industry for over 10 years. He seeks to find the best possible rate and term to meet individual needs. Matt believes in the importance of attention to detail and thorough communication throughout the lending or refinance process.