We are an independently owned financial services firm with a focus on total asset diversification.
Our mission is to help our clients better understand money, taxes and the critical need for retirement planning. We strive to develop strategies for income streams they can never outlive.
WHEN YOU PARTNER WITH US, YOU ARE GETTING A TEAM
Northwest Financial & Tax Solutions, Inc. is a team of five financial advisors and 11 support staff members who are all committed to serving our clients. Meet our team.
Why is being independent important? We want to be able to offer our clients the right options and plans. Being independent means we don’t have to sell the products of any large corporation and we have the freedom to choose from a wider variety of investment and insurance products.
ONE COMPANY, THREE LOCATIONS
In order to make it most convenient for you, our financial planners can meet with you in any of our three convenient meeting locations. Our home office is located in Vancouver, Washington, and we have meeting locations (by appointment only) in Beaverton, Oregon, and Clackamas, Oregon. Click on the location closest to you for addresses and directions. See our location details here.
LET US HELP YOU WITH YOUR RETIREMENT PLAN
Everyone has a different view of what his or her retirement should look like. We want to know your goals and dreams so together we can shape a plan uniquely for you. Our goal is to make your journey to and through retirement much easier. Contact us today to set up a consultation with one of our skilled financial planners that specialize in getting you to and through retirement.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.