Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Investment and Wealth Management
Retirement Planning and Strategies
Small Business Services
Strategic Financial Plans
College and Tuition Strategies
Income Distribution Planning
Long-Term Care Insurance
Fixed and Variable Annuities
Multi-Generational Wealth Planning
Oregon PERS and IAP guidance
Christy@singlepointadvisors.com | 503-350-2321